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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 | $17,631 | $24,618-28.4% | $71,585-75.4% | $82,637-78.7% |
| Participation rate | 23.4% | 68.2%-44.8pp | 68.2%-44.8pp | 68.1%-44.7pp |
| Annual return | 7.98% | 93.17%-85.2pp | 59.26%-51.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $551 | $852-35.3% | $1,669-67.0% | $2,552-78.4% |
| Participant deferral / active EE | $589 | $1,720-65.8% | $2,923-79.9% | $4,126-85.7% |
| Admin fee / account holder | $45,392 | $3,285+1282.0% | $4,712+863.4% | $7,339+518.5% |