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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 | $99,053-79.2% | $88,179-76.6% | $138,895-85.1% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.1%-30.7pp | 79.9%-41.5pp |
| Annual return | 0.63% | 78.17%-77.5pp | 64.97%-64.3pp | 145.39%-144.8pp |
| Employer contribution / active EE | $593 | $2,882-79.4% | $2,549-76.7% | $4,194-85.9% |
| Participant deferral / active EE | $766 | $5,225-85.3% | $4,614-83.4% | $6,396-88.0% |
| Admin fee / account holder | $459,686 | $8,748+5154.5% | $7,673+5891.0% | $12,562+3559.3% |