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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 | $15,979 | $77,908-79.5% | $149,696-89.3% | $75,173-78.7% |
| Participation rate | 31.6% | 65.6%-33.9pp | 78.8%-47.1pp | 67.2%-35.6pp |
| Annual return | 3.04% | 31.73%-28.7pp | 134.46%-131.4pp | 160.72%-157.7pp |
| Employer contribution / active EE | $934 | $3,138-70.2% | $4,821-80.6% | $2,671-65.0% |
| Participant deferral / active EE | $774 | $3,411-77.3% | $5,682-86.4% | $4,126-81.2% |
| Admin fee / account holder | $91,234 | $5,950+1433.4% | $13,212+590.5% | $5,651+1514.6% |