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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 | $31,773 | $78,690-59.6% | $161,489-80.3% | $87,485-63.7% |
| Participation rate | 16.9% | 67.5%-50.6pp | 78.7%-61.8pp | 68.9%-52.1pp |
| Annual return | 11.53% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $335 | $3,311-89.9% | $5,630-94.1% | $4,274-92.2% |
| Admin fee / account holder | $423 | $6,724-93.7% | $16,006-97.4% | $7,775-94.6% |