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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 | $20,392 | $45,312-55.0% | $86,233-76.4% | $67,986-70.0% |
| Participation rate | 0.7% | 42.4%-41.8pp | 69.0%-68.4pp | 57.2%-56.5pp |
| Annual return | 13.24% | 24.79%-11.6pp | 61.39%-48.2pp | 31.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $262 | $2,185-88.0% | $4,559-94.2% | $3,358-92.2% |
| Admin fee / account holder | $13,423 | $3,295+307.4% | $8,342+60.9% | $3,203+319.0% |