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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 | $17,484 | $100,279-82.6% | $81,353-78.5% | $145,884-88.0% |
| Participation rate | 23.1% | 74.3%-51.2pp | 69.5%-46.5pp | 80.3%-57.2pp |
| Annual return | 3.16% | 34.49%-31.3pp | 24.82%-21.7pp | 551.85%-548.7pp |
| Employer contribution / active EE | $541 | $2,979-81.8% | $2,464-78.0% | $4,662-88.4% |
| Participant deferral / active EE | $678 | $4,611-85.3% | $3,885-82.5% | $6,690-89.9% |
| Admin fee / account holder | $109,322 | $8,206+1232.1% | $5,766+1795.9% | $13,392+716.3% |