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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 | $63,601 | $81,331-21.8% | $155,534-59.1% | $80,935-21.4% |
| Participation rate | 4.8% | 66.3%-61.5pp | 78.2%-73.5pp | 67.7%-62.9pp |
| Annual return | -0.06% | 33.37%-33.4pp | 64.92%-65.0pp | 35.66%-35.7pp |
| Employer contribution / active EE | $426 | $3,105-86.3% | $4,675-90.9% | $2,757-84.5% |
| Participant deferral / active EE | $55 | $3,454-98.4% | $5,630-99.0% | $4,299-98.7% |
| Admin fee / account holder | $61,453 | $7,999+668.2% | $15,900+286.5% | $6,924+787.5% |