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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 | $73,939 | $98,776-25.1% | $149,745-50.6% | $79,856-7.4% |
| Participation rate | 16.4% | 75.8%-59.4pp | 82.5%-66.1pp | 69.6%-53.3pp |
| Annual return | 6.63% | 27.38%-20.7pp | 276.72%-270.1pp | 31.71%-25.1pp |
| Employer contribution / active EE | $911 | $3,217-71.7% | $4,646-80.4% | $2,471-63.2% |
| Participant deferral / active EE | $1,738 | $5,681-69.4% | $6,843-74.6% | $3,741-53.5% |
| Admin fee / account holder | $8,459 | $6,053+39.8% | $9,312-9.2% | $5,306+59.4% |