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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 | $60,081 | $110,093-45.4% | $97,295-38.2% | $145,897-58.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 5.59% | 244.76%-239.2pp | 75.62%-70.0pp | 552.29%-546.7pp |
| Employer contribution / active EE | $520 | $3,077-83.1% | $2,723-80.9% | $4,663-88.8% |
| Participant deferral / active EE | $520 | $4,678-88.9% | $4,264-87.8% | $6,689-92.2% |
| Admin fee / account holder | $1,065 | $6,212-82.9% | $5,646-81.1% | $13,390-92.0% |