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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 | $66,796 | $88,672-24.7% | $105,223-36.5% | $82,448-19.0% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 6.38% | 30.86%-24.5pp | 180.65%-174.3pp | 41.64%-35.3pp |
| Employer contribution / active EE | $806 | $3,048-73.6% | $3,689-78.1% | $2,551-68.4% |
| Participant deferral / active EE | $1,503 | $4,036-62.8% | $5,072-70.4% | $4,139-63.7% |
| Admin fee / account holder | $62,851 | $7,146+779.5% | $8,859+609.5% | $7,234+768.8% |