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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 | $23,566 | $48,011-50.9% | $63,803-63.1% | $82,637-71.5% |
| Participation rate | 27.1% | 66.6%-39.5pp | 72.7%-45.6pp | 68.1%-41.0pp |
| Annual return | 10.71% | 19.84%-9.1pp | 543.72%-533.0pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $800 | $2,846-71.9% | $3,843-79.2% | $4,126-80.6% |
| Admin fee / account holder | $965 | $3,873-75.1% | $5,196-81.4% | $7,339-86.9% |