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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 | $46,711 | $111,830-58.2% | $93,696-50.1% | $145,884-68.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 3.45% | 204.08%-200.6pp | 133.74%-130.3pp | 551.85%-548.4pp |
| Employer contribution / active EE | $828 | $3,093-73.2% | $2,422-65.8% | $4,662-82.2% |
| Participant deferral / active EE | $1,012 | $4,920-79.4% | $4,417-77.1% | $6,690-84.9% |
| Admin fee / account holder | $140,875 | $10,249+1274.5% | $8,287+1600.0% | $13,392+951.9% |