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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 | $28,466 | $110,039-74.1% | $97,260-70.7% | $145,884-80.5% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.4pp | 80.3%-58.1pp |
| Annual return | 4.91% | 244.44%-239.5pp | 75.54%-70.6pp | 551.85%-546.9pp |
| Employer contribution / active EE | $426 | $3,074-86.1% | $2,721-84.3% | $4,662-90.9% |
| Participant deferral / active EE | $496 | $4,674-89.4% | $4,262-88.4% | $6,690-92.6% |
| Admin fee / account holder | $116,442 | $6,204+1777.0% | $5,640+1964.6% | $13,392+769.5% |