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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 | $39,379 | $29,051+35.5% | $52,425-24.9% | $67,986-42.1% |
| Participation rate | 4.0% | 30.4%-26.4pp | 55.6%-51.6pp | 57.2%-53.2pp |
| Annual return | 6.46% | 24.00%-17.5pp | 302.12%-295.7pp | 31.67%-25.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $154 | $873-82.3% | $1,790-91.4% | $3,358-95.4% |
| Admin fee / account holder | $15,414 | $2,113+629.6% | $2,495+517.8% | $3,203+381.2% |