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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 | $59,148 | $69,977-15.5% | $108,582-45.5% | $62,881-5.9% |
| Participation rate | 69.2% | 72.9%-3.7pp | 79.6%-10.3pp | 69.3%-0.1pp |
| Annual return | 1.83% | 10.73%-8.9pp | -51.70%+53.5pp | 20.14%-18.3pp |
| Employer contribution / active EE | $7,915 | $2,135+270.7% | $3,758+110.6% | $2,281+247.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $34,557 | $5,076+580.7% | $7,645+352.0% | $4,296+704.4% |