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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 | $48,050-57.6% | $96,754-78.9% | $64,340-68.3% |
| Participation rate | 0.7% | 40.6%-39.9pp | 70.3%-69.6pp | 55.2%-54.6pp |
| Annual return | 13.24% | 23.41%-10.2pp | 82.04%-68.8pp | 24.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $262 | $2,191-88.0% | $4,758-94.5% | $2,980-91.2% |
| Admin fee / account holder | $13,423 | $3,741+258.8% | $8,905+50.7% | $3,703+262.5% |