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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 | $25,045 | $135,956-81.6% | $123,894-79.8% | $273,972-90.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 0.64% | 56.63%-56.0pp | 47.52%-46.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $958 | $5,170-81.5% | $4,617-79.3% | $4,869-80.3% |
| Participant deferral / active EE | $958 | $6,343-84.9% | $5,984-84.0% | $5,287-81.9% |
| Admin fee / account holder | $29,609 | $9,817+201.6% | $8,357+254.3% | $10,133+192.2% |