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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 | $56,835 | $59,804-5.0% | $81,982-30.7% | $79,856-28.8% |
| Participation rate | 10.0% | 61.6%-51.6pp | 69.3%-59.3pp | 69.6%-59.6pp |
| Annual return | 1.70% | 17.56%-15.9pp | 41.31%-39.6pp | 31.71%-30.0pp |
| Employer contribution / active EE | $303 | $1,713-82.3% | $2,498-87.9% | $2,471-87.7% |
| Participant deferral / active EE | $309 | $2,695-88.5% | $3,722-91.7% | $3,741-91.7% |
| Admin fee / account holder | $50,055 | $4,288+1067.3% | $5,665+783.6% | $5,306+843.3% |