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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 | $84,557 | $110,337-23.4% | $102,383-17.4% | $145,877-42.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 8.66% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,982 | $4,216-53.0% | $3,870-48.8% | $4,663-57.5% |
| Participant deferral / active EE | $963 | $5,621-82.9% | $5,060-81.0% | $6,691-85.6% |
| Admin fee / account holder | $61,526 | $9,750+531.1% | $8,391+633.2% | $13,402+359.1% |