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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 | $28,422 | $65,041-56.3% | $90,965-68.8% | $79,858-64.4% |
| Participation rate | 21.7% | 61.6%-39.9pp | 69.0%-47.3pp | 69.6%-47.9pp |
| Annual return | 5.13% | 30.45%-25.3pp | 134.57%-129.4pp | 31.72%-26.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $521 | $2,512-79.2% | $3,373-84.5% | $3,740-86.1% |
| Admin fee / account holder | $6,898 | $4,536+52.1% | $5,960+15.7% | $5,306+30.0% |