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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 | $56,027 | $102,595-45.4% | $94,057-40.4% | $154,746-63.8% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 9.81% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $348 | $3,147-88.9% | $2,933-88.1% | $4,379-92.0% |
| Participant deferral / active EE | $420 | $5,118-91.8% | $4,709-91.1% | $6,730-93.8% |
| Admin fee / account holder | $118,684 | $7,736+1434.2% | $7,244+1538.3% | $14,365+726.2% |