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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 | $70,888 | $105,160-32.6% | $94,679-25.1% | $139,456-49.2% |
| Participation rate | 25.0% | 82.4%-57.4pp | 80.8%-55.8pp | 80.3%-55.3pp |
| Annual return | 8.76% | 38.04%-29.3pp | 156.75%-148.0pp | 373.45%-364.7pp |
| Employer contribution / active EE | $602 | $4,107-85.3% | $3,673-83.6% | $4,753-87.3% |
| Participant deferral / active EE | $1,850 | $7,599-75.7% | $7,417-75.1% | $6,711-72.4% |
| Admin fee / account holder | $58,620 | $8,988+552.2% | $7,233+710.5% | $11,407+413.9% |