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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 | $20,393 | $44,746-54.4% | $88,179-76.9% | $64,097-68.2% |
| Participation rate | 29.4% | 39.8%-10.4pp | 69.1%-39.7pp | 55.2%-25.8pp |
| Annual return | 5.70% | 24.70%-19.0pp | 64.97%-59.3pp | 34.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $285 | $2,072-86.3% | $4,614-93.8% | $3,080-90.8% |
| Admin fee / account holder | $88,514 | $3,437+2475.3% | $7,673+1053.6% | $3,454+2462.3% |