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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 | $107,809-80.9% | $97,032-78.7% | $155,188-86.7% |
| Participation rate | 38.5% | 75.5%-37.0pp | 71.6%-33.1pp | 80.8%-42.3pp |
| Annual return | 0.63% | 38.06%-37.4pp | 35.38%-34.8pp | 148.84%-148.2pp |
| Employer contribution / active EE | $593 | $2,911-79.6% | $2,629-77.4% | $4,248-86.0% |
| Participant deferral / active EE | $766 | $5,129-85.1% | $4,672-83.6% | $6,531-88.3% |
| Admin fee / account holder | $459,686 | $10,717+4189.2% | $9,418+4781.1% | $14,480+3074.7% |