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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 | $34,448 | $46,732-26.3% | $156,551-78.0% | $55,167-37.6% |
| Participation rate | 15.7% | 65.8%-50.1pp | 84.0%-68.3pp | 69.0%-53.3pp |
| Annual return | -1.14% | 17.72%-18.9pp | 32.23%-33.4pp | 169.23%-170.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $620 | $2,204-71.9% | $4,871-87.3% | $3,054-79.7% |
| Admin fee / account holder | $3,118 | $418+645.2% | $13,028-76.1% | $504+518.7% |