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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 | $36,672 | $51,092-28.2% | $76,735-52.2% | $79,634-54.0% |
| Participation rate | 9.0% | 50.2%-41.2pp | 69.5%-60.5pp | 62.5%-53.4pp |
| Annual return | 4.94% | 18.04%-13.1pp | 29.77%-24.8pp | 36.46%-31.5pp |
| Employer contribution / active EE | $0 | $1,519-100.0% | $2,454-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $36 | $2,529-98.6% | $4,088-99.1% | $3,835-99.0% |
| Admin fee / account holder | $64,657 | $1,865+3366.5% | $7,189+799.3% | $1,002+6353.3% |