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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 | $25,604 | $85,171-69.9% | $172,752-85.2% | $72,975-64.9% |
| Participation rate | 23.6% | 70.1%-46.5pp | 82.6%-59.0pp | 69.5%-45.9pp |
| Annual return | 5.93% | 27.32%-21.4pp | 802.97%-797.0pp | 81.01%-75.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $371 | $3,260-88.6% | $5,198-92.9% | $3,608-89.7% |
| Admin fee / account holder | $2,221 | $5,880-62.2% | $13,955-84.1% | $5,124-56.7% |