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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 | $31,159 | $41,150-24.3% | $80,607-61.3% | $71,495-56.4% |
| Participation rate | 9.7% | 50.3%-40.6pp | 67.0%-57.3pp | 67.9%-58.2pp |
| Annual return | 10.84% | 38.48%-27.6pp | 936.11%-925.3pp | 28.85%-18.0pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,724-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $419 | $2,701-84.5% | $4,448-90.6% | $4,291-90.2% |
| Admin fee / account holder | $6,440 | $1,841+249.8% | $5,379+19.7% | $1,588+305.6% |