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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 | $57,851 | $101,798-43.2% | $165,071-65.0% | $80,935-28.5% |
| Participation rate | 2.9% | 71.8%-68.9pp | 78.6%-75.7pp | 67.7%-64.7pp |
| Annual return | 6.51% | 16.73%-10.2pp | 70.17%-63.7pp | 35.66%-29.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $787 | $4,476-82.4% | $6,035-87.0% | $4,299-81.7% |
| Admin fee / account holder | $213,682 | $8,221+2499.1% | $12,695+1583.2% | $6,924+2985.9% |