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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 | $67,818 | $118,877-43.0% | $96,570-29.8% | $167,536-59.5% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.3pp | 82.1%-53.5pp |
| Annual return | 7.39% | 50.50%-43.1pp | 37.79%-30.4pp | 478.82%-471.4pp |
| Employer contribution / active EE | $865 | $3,121-72.3% | $2,357-63.3% | $4,839-82.1% |
| Participant deferral / active EE | $1,114 | $4,617-75.9% | $3,849-71.1% | $6,342-82.4% |
| Admin fee / account holder | $390,155 | $8,069+4735.3% | $6,182+6210.8% | $12,315+3068.2% |