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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 | $39,903 | $55,902-28.6% | $76,030-47.5% | $80,959-50.7% |
| Participation rate | 26.5% | 62.1%-35.6pp | 69.1%-42.6pp | 67.7%-41.2pp |
| Annual return | 7.13% | 20.59%-13.5pp | 361.54%-354.4pp | 35.67%-28.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $316 | $3,051-89.6% | $4,257-92.6% | $4,300-92.6% |
| Admin fee / account holder | $40,105 | $5,239+665.5% | $6,421+524.6% | $6,925+479.1% |