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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 | $32,508 | $62,672-48.1% | $185,117-82.4% | $70,124-53.6% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 4.25% | 40.79%-36.5pp | 40.50%-36.2pp | 73.14%-68.9pp |
| Employer contribution / active EE | $710 | $1,753-59.5% | $4,182-83.0% | $2,342-69.7% |
| Participant deferral / active EE | $911 | $3,272-72.1% | $5,045-81.9% | $3,332-72.6% |
| Admin fee / account holder | $123,447 | $3,932+3039.8% | $8,159+1413.0% | $4,645+2557.4% |