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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 | $23,356 | $45,123-48.2% | $85,240-72.6% | $74,478-68.6% |
| Participation rate | 8.6% | 49.4%-40.8pp | 67.5%-59.0pp | 67.2%-58.7pp |
| Annual return | 2.71% | 26.32%-23.6pp | 66.75%-64.0pp | 1370.56%-1367.9pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $286 | $2,736-89.6% | $4,527-93.7% | $4,350-93.4% |
| Admin fee / account holder | $3,986 | $2,215+80.0% | $6,165-35.3% | $1,946+104.8% |