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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 | $37,463 | $102,422-63.4% | $147,117-74.5% | $80,959-53.7% |
| Participation rate | 27.0% | 75.9%-48.9pp | 82.2%-55.2pp | 67.7%-40.7pp |
| Annual return | 8.46% | 135.16%-126.7pp | 420.54%-412.1pp | 35.67%-27.2pp |
| Employer contribution / active EE | $866 | $3,717-76.7% | $4,932-82.4% | $2,757-68.6% |
| Participant deferral / active EE | $2,009 | $6,652-69.8% | $8,065-75.1% | $4,300-53.3% |
| Admin fee / account holder | $111,204 | $7,953+1298.2% | $12,993+755.9% | $6,925+1505.8% |