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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 | $73,764 | $105,200-29.9% | $159,474-53.7% | $85,847-14.1% |
| Participation rate | 43.6% | 75.8%-32.2pp | 82.8%-39.2pp | 69.3%-25.7pp |
| Annual return | 6.40% | 45.08%-38.7pp | 263.68%-257.3pp | 318.61%-312.2pp |
| Employer contribution / active EE | $641 | $3,319-80.7% | $4,831-86.7% | $2,565-75.0% |
| Participant deferral / active EE | $2,047 | $5,946-65.6% | $7,353-72.2% | $3,952-48.2% |
| Admin fee / account holder | $53,117 | $6,934+666.0% | $10,802+391.7% | $6,261+748.4% |