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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 | $54,319 | $65,027-16.5% | $90,970-40.3% | $79,852-32.0% |
| Participation rate | 57.8% | 61.6%-3.8pp | 69.0%-11.2pp | 69.6%-11.9pp |
| Annual return | 3.58% | 30.45%-26.9pp | 134.58%-131.0pp | 31.72%-28.1pp |
| Employer contribution / active EE | $278 | $1,247-77.7% | $2,122-86.9% | $2,471-88.7% |
| Participant deferral / active EE | $1,083 | $2,512-56.9% | $3,373-67.9% | $3,740-71.0% |
| Admin fee / account holder | $15,301 | $4,535+237.4% | $5,960+156.7% | $5,306+188.4% |