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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 | $65,933 | $132,099-50.1% | $115,599-43.0% | $138,895-52.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.3%-40.9pp | 79.9%-46.6pp |
| Annual return | 8.84% | 176.76%-167.9pp | 111.10%-102.3pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,280 | $3,416-62.5% | $2,955-56.7% | $4,194-69.5% |
| Participant deferral / active EE | $1,600 | $5,617-71.5% | $4,889-67.3% | $6,396-75.0% |
| Admin fee / account holder | $246,097 | $15,650+1472.5% | $12,841+1816.6% | $12,562+1859.0% |