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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 | $28,851 | $106,267-72.9% | $96,520-70.1% | $139,456-79.3% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 9.22% | 38.45%-29.2pp | 35.72%-26.5pp | 373.45%-364.2pp |
| Employer contribution / active EE | $850 | $4,105-79.3% | $3,739-77.3% | $4,753-82.1% |
| Participant deferral / active EE | $1,201 | $5,454-78.0% | $4,879-75.4% | $6,711-82.1% |
| Admin fee / account holder | $79,502 | $7,882+908.6% | $6,733+1080.8% | $11,407+597.0% |