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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 | $24,096 | $45,022-46.5% | $85,126-71.7% | $77,714-69.0% |
| Participation rate | 4.9% | 48.7%-43.8pp | 67.5%-62.6pp | 70.6%-65.7pp |
| Annual return | 9.83% | 79.38%-69.6pp | 66.63%-56.8pp | 31.26%-21.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $324 | $2,811-88.5% | $4,523-92.8% | $4,649-93.0% |
| Admin fee / account holder | $8,610 | $913+843.0% | $6,160+39.8% | $433+1887.1% |