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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 | $32,183 | $57,590-44.1% | $86,233-62.7% | $82,448-61.0% |
| Participation rate | 2.2% | 57.9%-55.7pp | 69.0%-66.8pp | 68.1%-65.9pp |
| Annual return | 7.60% | 22.41%-14.8pp | 61.39%-53.8pp | 41.64%-34.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $64 | $3,080-97.9% | $4,559-98.6% | $4,139-98.5% |
| Admin fee / account holder | $58,019 | $4,730+1126.5% | $8,342+595.5% | $7,234+702.0% |