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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 | $41,589 | $90,486-54.0% | $78,676-47.1% | $273,972-84.8% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | -0.57% | 75.62%-76.2pp | 62.19%-62.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $187 | $3,175-94.1% | $2,850-93.4% | $4,869-96.2% |
| Participant deferral / active EE | $223 | $3,901-94.3% | $3,517-93.7% | $5,287-95.8% |
| Admin fee / account holder | $100,956 | $5,263+1818.1% | $4,510+2138.5% | $10,133+896.3% |