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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 | $77,961 | $93,345-16.5% | $119,126-34.6% | $87,485-10.9% |
| Participation rate | 66.7% | 68.7%-2.1pp | 75.8%-9.1pp | 68.9%-2.3pp |
| Annual return | 10.54% | 19.08%-8.5pp | 282.11%-271.6pp | 26.06%-15.5pp |
| Employer contribution / active EE | $16,327 | $3,172+414.8% | $4,034+304.8% | $2,596+528.9% |
| Participant deferral / active EE | $1,259 | $4,099-69.3% | $5,318-76.3% | $4,274-70.5% |
| Admin fee / account holder | $25,613 | $8,039+218.6% | $10,693+139.5% | $7,775+229.4% |