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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 | $21,331 | $100,911-78.9% | $90,440-76.4% | $158,966-86.6% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | 2.59% | 1726.62%-1724.0pp | 1294.38%-1291.8pp | 302.95%-300.4pp |
| Employer contribution / active EE | $480 | $3,690-87.0% | $3,263-85.3% | $4,762-89.9% |
| Participant deferral / active EE | $535 | $4,348-87.7% | $3,964-86.5% | $5,983-91.1% |
| Admin fee / account holder | $42,931 | $6,507+559.7% | $5,615+664.6% | $11,250+281.6% |