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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 | $66,585 | $102,385-35.0% | $147,080-54.7% | $80,935-17.7% |
| Participation rate | 25.9% | 75.9%-49.9pp | 82.2%-56.3pp | 67.7%-41.7pp |
| Annual return | 9.63% | 135.09%-125.5pp | 420.17%-410.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $887 | $3,717-76.1% | $4,933-82.0% | $2,757-67.8% |
| Participant deferral / active EE | $2,162 | $6,651-67.5% | $8,066-73.2% | $4,299-49.7% |
| Admin fee / account holder | $3,111 | $7,951-60.9% | $12,989-76.0% | $6,924-55.1% |