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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 | $24,710 | $65,084-62.0% | $67,681-63.5% | $64,340-61.6% |
| Participation rate | 20.9% | 66.7%-45.8pp | 73.7%-52.8pp | 55.2%-34.3pp |
| Annual return | 5.91% | 20.50%-14.6pp | 590.58%-584.7pp | 24.14%-18.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $250 | $3,210-92.2% | $3,976-93.7% | $2,980-91.6% |
| Admin fee / account holder | $3,332 | $1,415+135.5% | $6,100-45.4% | $3,703-10.0% |