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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 | $25,153 | $61,815-59.3% | $97,295-74.1% | $80,959-68.9% |
| Participation rate | 28.9% | 63.5%-34.6pp | 72.7%-43.8pp | 67.7%-38.8pp |
| Annual return | 5.07% | -558.73%+563.8pp | 75.62%-70.5pp | 35.67%-30.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $322 | $3,027-89.4% | $4,264-92.5% | $4,300-92.5% |
| Admin fee / account holder | $8,143 | $5,166+57.6% | $5,646+44.2% | $6,925+17.6% |