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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 | $28,375 | $70,002-59.5% | $115,038-75.3% | $52,331-45.8% |
| Participation rate | 13.6% | 72.1%-58.5pp | 81.4%-67.8pp | 68.1%-54.5pp |
| Annual return | -6.52% | 4.04%-10.6pp | 26.14%-32.7pp | 4.54%-11.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,123 | $4,920-77.2% | $6,026-81.4% | $3,022-62.8% |
| Admin fee / account holder | $9,381 | $566+1557.4% | $8,175+14.8% | $592+1485.8% |