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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 | $28,004 | $81,208-65.5% | $98,916-71.7% | $79,858-64.9% |
| Participation rate | 32.5% | 72.5%-40.0pp | 76.0%-43.5pp | 69.6%-37.1pp |
| Annual return | 4.82% | 60.99%-56.2pp | 196.45%-191.6pp | 31.72%-26.9pp |
| Employer contribution / active EE | $559 | $1,960-71.5% | $2,689-79.2% | $2,471-77.4% |
| Participant deferral / active EE | $756 | $3,265-76.8% | $4,245-82.2% | $3,740-79.8% |
| Admin fee / account holder | $41,217 | $6,013+585.5% | $6,642+520.5% | $5,306+676.8% |