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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 | $30,158 | $62,166-51.5% | $81,286-62.9% | $74,429-59.5% |
| Participation rate | 15.2% | 64.1%-48.8pp | 69.5%-54.3pp | 67.2%-52.0pp |
| Annual return | 7.62% | 16.50%-8.9pp | 24.80%-17.2pp | 1368.38%-1360.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $470 | $3,223-85.4% | $3,883-87.9% | $4,348-89.2% |
| Admin fee / account holder | $39,892 | $1,925+1972.7% | $5,764+592.1% | $1,944+1951.7% |