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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 | $20,637 | $45,050-54.2% | $63,018-67.3% | $70,126-70.6% |
| Participation rate | 14.7% | 69.5%-54.8pp | 74.8%-60.1pp | 69.5%-54.8pp |
| Annual return | 8.92% | 18.76%-9.8pp | 87.62%-78.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $351 | $2,466-85.8% | $3,330-89.5% | $3,332-89.5% |
| Admin fee / account holder | $28,850 | $2,834+918.0% | $3,601+701.2% | $4,645+521.0% |