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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 | $60,256 | $106,280-43.3% | $96,538-37.6% | $139,487-56.8% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 6.34% | 38.48%-32.1pp | 35.74%-29.4pp | 373.84%-367.5pp |
| Employer contribution / active EE | $1,710 | $4,107-58.4% | $3,740-54.3% | $4,755-64.0% |
| Participant deferral / active EE | $1,338 | $5,457-75.5% | $4,880-72.6% | $6,713-80.1% |
| Admin fee / account holder | $98,989 | $7,888+1154.9% | $6,737+1369.3% | $11,407+767.8% |