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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 | $19,876 | $77,638-74.4% | $156,551-87.3% | $62,881-68.4% |
| Participation rate | 53.1% | 71.2%-18.1pp | 84.0%-31.0pp | 69.3%-16.2pp |
| Annual return | 0.02% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $348 | $3,046-88.6% | $4,871-92.9% | $3,203-89.1% |
| Admin fee / account holder | $26,579 | $5,561+377.9% | $13,028+104.0% | $4,296+518.7% |