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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 | $53,865 | $111,785-51.8% | $93,669-42.5% | $145,877-63.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 6.65% | 203.79%-197.1pp | 133.59%-126.9pp | 551.28%-544.6pp |
| Employer contribution / active EE | $568 | $3,096-81.6% | $2,424-76.6% | $4,663-87.8% |
| Participant deferral / active EE | $568 | $4,919-88.4% | $4,416-87.1% | $6,691-91.5% |
| Admin fee / account holder | $16,268 | $10,256+58.6% | $8,291+96.2% | $13,402+21.4% |