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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 | $62,177-51.5% | $81,370-62.9% | $74,478-59.5% |
| Participation rate | 15.2% | 64.1%-48.8pp | 69.5%-54.3pp | 67.2%-52.0pp |
| Annual return | 7.62% | 16.62%-9.0pp | 24.85%-17.2pp | 1370.56%-1362.9pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $470 | $3,219-85.4% | $3,885-87.9% | $4,350-89.2% |
| Admin fee / account holder | $39,892 | $1,927+1970.4% | $5,749+593.9% | $1,946+1950.1% |