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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 | $25,809 | $85,169-69.7% | $172,755-85.1% | $72,983-64.6% |
| Participation rate | 18.2% | 70.1%-51.9pp | 82.6%-64.5pp | 69.5%-51.3pp |
| Annual return | 9.24% | 27.32%-18.1pp | 802.94%-793.7pp | 81.01%-71.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $35 | $3,260-98.9% | $5,198-99.3% | $3,608-99.0% |
| Admin fee / account holder | $499 | $5,880-91.5% | $13,955-96.4% | $5,124-90.3% |