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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 | $71,511 | $98,760-27.6% | $149,715-52.2% | $79,858-10.5% |
| Participation rate | 26.5% | 75.8%-49.3pp | 82.5%-56.0pp | 69.6%-43.2pp |
| Annual return | 10.41% | 27.43%-17.0pp | 276.66%-266.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $623 | $3,217-80.6% | $4,645-86.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,130 | $5,681-80.1% | $6,842-83.5% | $3,740-69.8% |
| Admin fee / account holder | $27,226 | $6,053+349.8% | $9,310+192.5% | $5,306+413.1% |