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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 | $100,147-82.5% | $81,286-78.5% | $145,877-88.0% |
| Participation rate | 23.1% | 74.2%-51.1pp | 69.5%-46.4pp | 80.3%-57.2pp |
| Annual return | 3.16% | 34.44%-31.3pp | 24.80%-21.6pp | 551.28%-548.1pp |
| Employer contribution / active EE | $541 | $2,977-81.8% | $2,463-78.0% | $4,663-88.4% |
| Participant deferral / active EE | $678 | $4,607-85.3% | $3,883-82.5% | $6,691-89.9% |
| Admin fee / account holder | $109,322 | $8,201+1233.0% | $5,764+1796.7% | $13,402+715.7% |