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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 | $30,712 | $65,034-52.8% | $90,970-66.2% | $79,856-61.5% |
| Participation rate | 9.4% | 61.6%-52.2pp | 69.0%-59.6pp | 69.6%-60.3pp |
| Annual return | -1.74% | 30.45%-32.2pp | 134.60%-136.3pp | 31.71%-33.4pp |
| Employer contribution / active EE | $256 | $1,247-79.4% | $2,122-87.9% | $2,471-89.6% |
| Participant deferral / active EE | $547 | $2,512-78.2% | $3,373-83.8% | $3,741-85.4% |
| Admin fee / account holder | $141,858 | $4,536+3027.5% | $5,961+2279.8% | $5,306+2573.3% |