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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 | $47,062 | $111,787-57.9% | $93,681-49.8% | $145,978-67.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 2.15% | 203.52%-201.4pp | 133.47%-131.3pp | 550.52%-548.4pp |
| Employer contribution / active EE | $866 | $3,093-72.0% | $2,422-64.3% | $4,662-81.4% |
| Participant deferral / active EE | $958 | $4,918-80.5% | $4,415-78.3% | $6,690-85.7% |
| Admin fee / account holder | $143,423 | $10,256+1298.4% | $8,290+1630.1% | $13,400+970.3% |