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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 | $60,067 | $83,061-27.7% | $126,068-52.4% | $94,015-36.1% |
| Participation rate | 42.6% | 81.2%-38.6pp | 84.7%-42.1pp | 70.8%-28.2pp |
| Annual return | 10.53% | 20.41%-9.9pp | 15.01%-4.5pp | 17.84%-7.3pp |
| Employer contribution / active EE | $41 | $2,864-98.6% | $3,968-99.0% | $2,790-98.5% |
| Participant deferral / active EE | $1,331 | $7,042-81.1% | $8,214-83.8% | $4,249-68.7% |
| Admin fee / account holder | $38,566 | $7,208+435.0% | $18,264+111.2% | $8,951+330.9% |