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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 | $20,966 | $58,848-64.4% | $88,179-76.2% | $82,637-74.6% |
| Participation rate | 2.1% | 57.9%-55.8pp | 69.1%-67.1pp | 68.1%-66.0pp |
| Annual return | 13.02% | 22.76%-9.7pp | 64.97%-51.9pp | 53.51%-40.5pp |
| Employer contribution / active EE | $337 | $1,678-79.9% | $2,549-86.8% | $2,552-86.8% |
| Participant deferral / active EE | $175 | $3,124-94.4% | $4,614-96.2% | $4,126-95.8% |
| Admin fee / account holder | $153,077 | $4,795+3092.3% | $7,673+1895.0% | $7,339+1985.9% |