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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 | $20,673 | $49,249-58.0% | $70,476-70.7% | $79,852-74.1% |
| Participation rate | 6.0% | 69.2%-63.2pp | 75.1%-69.1pp | 69.6%-63.6pp |
| Annual return | 4.52% | 30.09%-25.6pp | 109.12%-104.6pp | 31.72%-27.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $60 | $2,769-97.8% | $3,710-98.4% | $3,740-98.4% |
| Admin fee / account holder | $5,657 | $2,878+96.6% | $3,847+47.0% | $5,306+6.6% |