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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 | $26,768 | $70,666-62.1% | $169,385-84.2% | $75,181-64.4% |
| Participation rate | 27.9% | 64.8%-36.9pp | 77.2%-49.3pp | 67.2%-39.3pp |
| Annual return | 11.55% | 36.37%-24.8pp | 405.82%-394.3pp | 160.69%-149.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $852 | $4,308-80.2% | $6,221-86.3% | $4,126-79.4% |
| Admin fee / account holder | $17,720 | $5,402+228.0% | $9,011+96.7% | $5,650+213.6% |