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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 | $26,929 | $46,599-42.2% | $64,101-58.0% | $75,173-64.2% |
| Participation rate | 4.1% | 65.9%-61.9pp | 72.3%-68.2pp | 67.2%-63.1pp |
| Annual return | 10.11% | 26.06%-15.9pp | 33.72%-23.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $469 | $2,837-83.5% | $3,881-87.9% | $4,126-88.6% |
| Admin fee / account holder | $8,432 | $2,956+185.2% | $3,070+174.6% | $5,651+49.2% |