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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 | $36,091 | $49,025-26.4% | $87,502-58.8% | $62,881-42.6% |
| Participation rate | 17.0% | 64.9%-47.9pp | 73.8%-56.8pp | 69.3%-52.3pp |
| Annual return | -0.21% | 10.02%-10.2pp | 12.21%-12.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $256 | $1,372-81.4% | $2,550-90.0% | $2,281-88.8% |
| Participant deferral / active EE | $364 | $2,289-84.1% | $3,149-88.4% | $3,203-88.6% |
| Admin fee / account holder | $50,146 | $4,065+1133.5% | $4,221+1088.1% | $4,296+1067.3% |