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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 | $21,990 | $51,184-57.0% | $66,439-66.9% | $86,983-74.7% |
| Participation rate | 16.7% | 68.5%-51.8pp | 74.5%-57.8pp | 69.5%-52.9pp |
| Annual return | 5.84% | 17.07%-11.2pp | 757.66%-751.8pp | 25.83%-20.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $200 | $2,927-93.2% | $3,876-94.8% | $4,194-95.2% |
| Admin fee / account holder | $318 | $4,154-92.3% | $6,173-94.8% | $7,856-96.0% |