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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 | $64,779 | $106,918-39.4% | $84,021-22.9% | $152,897-57.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 2.68% | 105.01%-102.3pp | 71.32%-68.6pp | 345.43%-342.8pp |
| Employer contribution / active EE | $956 | $2,735-65.0% | $1,984-51.8% | $4,764-79.9% |
| Participant deferral / active EE | $318 | $4,012-92.1% | $3,239-90.2% | $5,851-94.6% |
| Admin fee / account holder | $93,009 | $8,288+1022.2% | $6,102+1424.3% | $11,599+701.8% |