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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 | $24,961 | $39,245-36.4% | $64,105-61.1% | $52,331-52.3% |
| Participation rate | 12.3% | 58.2%-46.0pp | 68.2%-55.9pp | 68.1%-55.8pp |
| Annual return | -4.56% | 14.79%-19.3pp | 791.24%-795.8pp | 4.54%-9.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $632 | $1,992-68.2% | $2,822-77.6% | $3,022-79.1% |
| Admin fee / account holder | $5,855 | $592+888.3% | $4,499+30.1% | $592+889.8% |