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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 | $25,979 | $48,337-46.3% | $67,560-61.5% | $80,959-67.9% |
| Participation rate | 14.6% | 66.4%-51.8pp | 72.9%-58.3pp | 67.7%-53.1pp |
| Annual return | 6.59% | 18.26%-11.7pp | 3533.50%-3526.9pp | 35.67%-29.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $735 | $2,928-74.9% | $4,004-81.7% | $4,300-82.9% |
| Admin fee / account holder | $9,564 | $3,695+158.8% | $3,994+139.5% | $6,925+38.1% |