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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 | $27,661 | $85,171-67.5% | $172,752-84.0% | $72,975-62.1% |
| Participation rate | 16.4% | 70.1%-53.6pp | 82.6%-66.2pp | 69.5%-53.1pp |
| Annual return | 14.18% | 27.32%-13.1pp | 802.97%-788.8pp | 81.01%-66.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $440 | $3,260-86.5% | $5,198-91.5% | $3,608-87.8% |
| Admin fee / account holder | $8,542 | $5,880+45.3% | $13,955-38.8% | $5,124+66.7% |