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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 | $24,824 | $48,050-48.3% | $96,754-74.3% | $64,340-61.4% |
| Participation rate | 3.6% | 40.6%-37.0pp | 70.3%-66.7pp | 55.2%-51.7pp |
| Annual return | 4.07% | 23.41%-19.3pp | 82.04%-78.0pp | 24.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $327 | $2,191-85.1% | $4,758-93.1% | $2,980-89.0% |
| Admin fee / account holder | $2,912 | $3,741-22.2% | $8,905-67.3% | $3,703-21.4% |