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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 | $49,261 | $54,245-9.2% | $93,727-47.4% | $77,762-36.7% |
| Participation rate | 20.1% | 63.9%-43.8pp | 68.7%-48.6pp | 70.6%-50.4pp |
| Annual return | 10.04% | 30.58%-20.5pp | 133.83%-123.8pp | 31.27%-21.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,221 | $3,144-61.2% | $4,417-72.4% | $4,651-73.7% |
| Admin fee / account holder | $3,471 | $575+503.2% | $8,292-58.1% | $433+701.8% |