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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 | $27,530 | $41,150-33.1% | $80,627-65.9% | $71,511-61.5% |
| Participation rate | 3.1% | 50.3%-47.2pp | 67.0%-63.9pp | 67.9%-64.8pp |
| Annual return | 1.30% | 38.48%-37.2pp | 936.76%-935.5pp | 28.86%-27.6pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $195 | $2,701-92.8% | $4,443-95.6% | $4,291-95.5% |
| Admin fee / account holder | $4,855 | $1,841+163.7% | $5,381-9.8% | $1,588+205.7% |