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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 | $30,629 | $60,442-49.3% | $96,754-68.3% | $87,485-65.0% |
| Participation rate | 18.2% | 58.7%-40.5pp | 70.3%-52.1pp | 68.9%-50.7pp |
| Annual return | 4.79% | 21.97%-17.2pp | 82.04%-77.2pp | 26.06%-21.3pp |
| Employer contribution / active EE | $432 | $1,691-74.4% | $2,679-83.9% | $2,596-83.4% |
| Participant deferral / active EE | $814 | $3,280-75.2% | $4,758-82.9% | $4,274-81.0% |
| Admin fee / account holder | $50,995 | $5,069+906.0% | $8,905+472.7% | $7,775+555.9% |