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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,656 | $55,902-29.1% | $76,030-47.8% | $80,959-51.0% |
| Participation rate | 16.7% | 62.1%-45.4pp | 69.1%-52.4pp | 67.7%-51.0pp |
| Annual return | 9.13% | 20.59%-11.5pp | 361.54%-352.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $651 | $3,051-78.7% | $4,257-84.7% | $4,300-84.9% |
| Admin fee / account holder | $17,257 | $5,239+229.4% | $6,421+168.8% | $6,925+149.2% |