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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 | $72,087 | $109,411-34.1% | $89,435-19.4% | $158,982-54.7% |
| Participation rate | 17.6% | 74.3%-56.6pp | 68.0%-50.3pp | 82.0%-64.3pp |
| Annual return | 5.04% | 345.68%-340.6pp | 245.55%-240.5pp | 302.99%-298.0pp |
| Employer contribution / active EE | $382 | $3,173-88.0% | $2,587-85.2% | $4,763-92.0% |
| Participant deferral / active EE | $784 | $4,600-83.0% | $3,890-79.8% | $5,983-86.9% |
| Admin fee / account holder | $11,530 | $6,159+87.2% | $4,884+136.1% | $11,252+2.5% |