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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 | $17,008 | $132,634-87.2% | $115,768-85.3% | $137,256-87.6% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 1.95% | 160.70%-158.7pp | 100.46%-98.5pp | 220.34%-218.4pp |
| Employer contribution / active EE | $820 | $3,360-75.6% | $2,940-72.1% | $4,156-80.3% |
| Participant deferral / active EE | $41 | $5,619-99.3% | $4,917-99.2% | $6,407-99.4% |
| Admin fee / account holder | $39,315 | $15,028+161.6% | $12,439+216.1% | $12,270+220.4% |