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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 | $26,597 | $51,466-48.3% | $78,778-66.2% | $62,293-57.3% |
| Participation rate | 2.8% | 59.8%-57.0pp | 69.2%-66.4pp | 69.5%-66.7pp |
| Annual return | 11.86% | 19.96%-8.1pp | 35.62%-23.8pp | 28.90%-17.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $73 | $2,147-96.6% | $2,958-97.5% | $3,169-97.7% |
| Admin fee / account holder | $21,299 | $489+4252.8% | $5,134+314.9% | $479+4343.5% |