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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 | $65,392 | $111,785-41.5% | $93,669-30.2% | $145,877-55.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 7.80% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $865 | $3,096-72.1% | $2,424-64.3% | $4,663-81.4% |
| Participant deferral / active EE | $1,097 | $4,919-77.7% | $4,416-75.2% | $6,691-83.6% |
| Admin fee / account holder | $42,023 | $10,256+309.8% | $8,291+406.8% | $13,402+213.6% |