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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 | $46,386 | $65,027-28.7% | $90,970-49.0% | $79,852-41.9% |
| Participation rate | 29.7% | 61.6%-31.9pp | 69.0%-39.3pp | 69.6%-39.9pp |
| Annual return | 6.83% | 30.45%-23.6pp | 134.58%-127.8pp | 31.72%-24.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $220 | $2,512-91.3% | $3,373-93.5% | $3,740-94.1% |
| Admin fee / account holder | $29,364 | $4,535+547.4% | $5,960+392.7% | $5,306+453.4% |