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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 | $110,410-23.4% | $102,437-17.5% | $145,897-42.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 8.66% | 24.85%-16.2pp | 24.95%-16.3pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,982 | $4,217-53.0% | $3,871-48.8% | $4,663-57.5% |
| Participant deferral / active EE | $963 | $5,622-82.9% | $5,060-81.0% | $6,689-85.6% |
| Admin fee / account holder | $61,526 | $9,745+531.4% | $8,388+633.5% | $13,390+359.5% |