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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 | $77,358-22.4% | $102,184-41.2% | $87,485-31.3% |
| Participation rate | 42.6% | 78.7%-36.1pp | 82.6%-40.0pp | 68.9%-26.3pp |
| Annual return | 10.53% | 41.11%-30.6pp | 31.58%-21.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $41 | $2,562-98.4% | $3,594-98.9% | $2,596-98.4% |
| Participant deferral / active EE | $1,331 | $6,753-80.3% | $8,309-84.0% | $4,274-68.8% |
| Admin fee / account holder | $38,566 | $6,809+466.4% | $11,609+232.2% | $7,775+396.0% |