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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 | $39,277 | $58,848-33.3% | $88,179-55.5% | $82,637-52.5% |
| Participation rate | 3.0% | 57.9%-54.9pp | 69.1%-66.1pp | 68.1%-65.0pp |
| Annual return | 13.53% | 22.76%-9.2pp | 64.97%-51.4pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $80 | $3,124-97.4% | $4,614-98.3% | $4,126-98.1% |
| Admin fee / account holder | $2,091 | $4,795-56.4% | $7,673-72.8% | $7,339-71.5% |