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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 | $57,197 | $149,679-61.8% | $117,039-51.1% | $147,586-61.2% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 6.70% | 19.31%-12.6pp | 18.95%-12.2pp | 578.59%-571.9pp |
| Employer contribution / active EE | $935 | $4,937-81.1% | $3,785-75.3% | $4,876-80.8% |
| Participant deferral / active EE | $1,210 | $4,912-75.4% | $3,929-69.2% | $5,439-77.7% |
| Admin fee / account holder | $67,039 | $7,856+753.3% | $5,974+1022.2% | $10,886+515.8% |