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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 | $78,197-23.2% | $98,090-38.8% | $82,637-27.3% |
| Participation rate | 42.6% | 77.5%-34.9pp | 81.5%-39.0pp | 68.1%-25.5pp |
| Annual return | 10.53% | 40.25%-29.7pp | 37.05%-26.5pp | 53.51%-43.0pp |
| Employer contribution / active EE | $41 | $2,605-98.4% | $3,606-98.9% | $2,552-98.4% |
| Participant deferral / active EE | $1,331 | $6,636-79.9% | $7,845-83.0% | $4,126-67.7% |
| Admin fee / account holder | $38,566 | $14,832+160.0% | $11,815+226.4% | $7,339+425.5% |