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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 | $15,556 | $85,060-81.7% | $70,565-78.0% | $139,487-88.8% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 2.52% | 30.39%-27.9pp | 32.79%-30.3pp | 373.84%-371.3pp |
| Employer contribution / active EE | $796 | $3,912-79.7% | $2,976-73.3% | $4,755-83.3% |
| Participant deferral / active EE | $811 | $5,891-86.2% | $4,568-82.2% | $6,713-87.9% |
| Admin fee / account holder | $93,040 | $8,932+941.6% | $6,430+1347.0% | $11,407+715.6% |