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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 | $22,115 | $58,312-62.1% | $86,656-74.5% | $71,529-69.1% |
| Participation rate | 16.3% | 65.0%-48.7pp | 71.7%-55.4pp | 67.9%-51.6pp |
| Annual return | 11.13% | 24.08%-13.0pp | 593.09%-582.0pp | 28.97%-17.8pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $343 | $3,439-90.0% | $4,439-92.3% | $4,291-92.0% |
| Admin fee / account holder | $5,322 | $1,057+403.5% | $5,619-5.3% | $1,588+235.0% |