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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 | $23,341 | $106,247-78.0% | $96,515-75.8% | $139,466-83.3% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | -0.70% | 38.47%-39.2pp | 35.73%-36.4pp | 373.66%-374.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $105 | $5,456-98.1% | $4,880-97.8% | $6,712-98.4% |
| Admin fee / account holder | $22,750 | $7,885+188.5% | $6,735+237.8% | $11,409+99.4% |