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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 | $22,363 | $70,002-68.1% | $115,037-80.6% | $52,331-57.3% |
| Participation rate | 9.8% | 72.1%-62.3pp | 81.4%-71.6pp | 68.1%-58.3pp |
| Annual return | -3.14% | 4.04%-7.2pp | 26.14%-29.3pp | 4.54%-7.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $236 | $4,920-95.2% | $6,026-96.1% | $3,022-92.2% |
| Admin fee / account holder | $1,188 | $566+109.9% | $8,175-85.5% | $592+100.8% |