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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 | $64,111 | $117,829-45.6% | $102,423-37.4% | $145,877-56.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 2.03% | 31.83%-29.8pp | 29.42%-27.4pp | 551.28%-549.3pp |
| Employer contribution / active EE | $1,019 | $3,615-71.8% | $3,023-66.3% | $4,663-78.1% |
| Participant deferral / active EE | $1,415 | $5,732-75.3% | $5,054-72.0% | $6,691-78.9% |
| Admin fee / account holder | $82,406 | $13,335+518.0% | $9,455+771.6% | $13,402+514.9% |