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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 | $97,046 | $87,132+11.4% | $105,624-8.1% | $80,959+19.9% |
| Participation rate | 60.5% | 70.4%-9.9pp | 75.3%-14.7pp | 67.7%-7.1pp |
| Annual return | 7.46% | 17.03%-9.6pp | 116.20%-108.7pp | 35.67%-28.2pp |
| Employer contribution / active EE | $784 | $2,397-67.3% | $3,168-75.3% | $2,757-71.6% |
| Participant deferral / active EE | $1,476 | $3,985-63.0% | $5,013-70.5% | $4,300-65.7% |
| Admin fee / account holder | $102,499 | $8,449+1113.2% | $10,961+835.1% | $6,925+1380.1% |