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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 | $68,774 | $98,776-30.4% | $149,745-54.1% | $79,856-13.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 9.77% | 27.38%-17.6pp | 276.72%-266.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $964 | $3,217-70.0% | $4,646-79.3% | $2,471-61.0% |
| Participant deferral / active EE | $1,806 | $5,681-68.2% | $6,843-73.6% | $3,741-51.7% |
| Admin fee / account holder | $40,214 | $6,053+564.4% | $9,312+331.9% | $5,306+657.8% |