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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 | $20,643 | $108,882-81.0% | $96,754-78.7% | $154,746-86.7% |
| Participation rate | 38.5% | 75.1%-36.6pp | 70.3%-31.8pp | 80.7%-42.2pp |
| Annual return | 0.63% | 98.39%-97.8pp | 82.04%-81.4pp | 172.34%-171.7pp |
| Employer contribution / active EE | $593 | $3,018-80.3% | $2,679-77.9% | $4,379-86.5% |
| Participant deferral / active EE | $766 | $5,323-85.6% | $4,758-83.9% | $6,730-88.6% |
| Admin fee / account holder | $459,686 | $10,200+4406.6% | $8,905+5062.3% | $14,365+3100.0% |