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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 | $54,525 | $56,918-4.2% | $182,558-70.1% | $65,186-16.4% |
| Participation rate | 20.2% | 66.5%-46.3pp | 78.0%-57.8pp | 70.2%-50.0pp |
| Annual return | 14.12% | 27.67%-13.5pp | 148.59%-134.5pp | 29.39%-15.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,032 | $3,526-70.7% | $5,526-81.3% | $3,514-70.6% |
| Admin fee / account holder | $64,797 | $531+12099.3% | $8,594+654.0% | $847+7548.0% |