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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 | $27,948 | $58,726-52.4% | $92,240-69.7% | $62,293-55.1% |
| Participation rate | 16.8% | 68.3%-51.5pp | 76.5%-59.7pp | 69.5%-52.7pp |
| Annual return | 12.31% | 43.62%-31.3pp | 176.29%-164.0pp | 28.90%-16.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $398 | $2,766-85.6% | $3,897-89.8% | $3,169-87.4% |
| Admin fee / account holder | $6,724 | $556+1108.3% | $5,194+29.4% | $479+1302.7% |