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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 | $17,447 | $105,158-83.4% | $94,672-81.6% | $139,487-87.5% |
| Participation rate | 28.6% | 82.4%-53.8pp | 80.8%-52.3pp | 80.3%-51.8pp |
| Annual return | 7.33% | 38.11%-30.8pp | 156.89%-149.6pp | 373.84%-366.5pp |
| Employer contribution / active EE | $776 | $4,107-81.1% | $3,673-78.9% | $4,755-83.7% |
| Participant deferral / active EE | $1,245 | $7,599-83.6% | $7,417-83.2% | $6,713-81.4% |
| Admin fee / account holder | $170,913 | $8,972+1805.0% | $7,222+2266.7% | $11,407+1398.3% |