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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 | $57,590-63.6% | $86,233-75.7% | $82,448-74.6% |
| Participation rate | 2.1% | 57.9%-55.8pp | 69.0%-66.9pp | 68.1%-66.0pp |
| Annual return | 13.02% | 22.41%-9.4pp | 61.39%-48.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $337 | $1,655-79.6% | $2,504-86.5% | $2,551-86.8% |
| Participant deferral / active EE | $175 | $3,080-94.3% | $4,559-96.2% | $4,139-95.8% |
| Admin fee / account holder | $153,077 | $4,730+3136.1% | $8,342+1735.0% | $7,234+2016.0% |