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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 | $48,651 | $51,184-4.9% | $66,439-26.8% | $86,983-44.1% |
| Participation rate | 21.1% | 68.5%-47.4pp | 74.5%-53.4pp | 69.5%-48.5pp |
| Annual return | 10.40% | 17.07%-6.7pp | 757.66%-747.3pp | 25.83%-15.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $951 | $2,927-67.5% | $3,876-75.5% | $4,194-77.3% |
| Admin fee / account holder | $10,116 | $4,154+143.5% | $6,173+63.9% | $7,856+28.8% |