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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 | $54,940 | $65,041-15.5% | $90,965-39.6% | $79,858-31.2% |
| Participation rate | 12.5% | 61.6%-49.1pp | 69.0%-56.5pp | 69.6%-57.1pp |
| Annual return | 7.56% | 30.45%-22.9pp | 134.57%-127.0pp | 31.72%-24.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $221 | $2,512-91.2% | $3,373-93.5% | $3,740-94.1% |
| Admin fee / account holder | $12,458 | $4,536+174.6% | $5,960+109.0% | $5,306+134.8% |