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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 | $72,070 | $106,280-32.2% | $96,538-25.3% | $139,487-48.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.50% | 38.48%-30.0pp | 35.74%-27.2pp | 373.84%-365.3pp |
| Employer contribution / active EE | $801 | $4,107-80.5% | $3,740-78.6% | $4,755-83.2% |
| Participant deferral / active EE | $1,001 | $5,457-81.7% | $4,880-79.5% | $6,713-85.1% |
| Admin fee / account holder | $99,606 | $7,888+1162.8% | $6,737+1378.4% | $11,407+773.2% |