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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 | $58,468 | $106,267-45.0% | $96,520-39.4% | $139,456-58.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 7.28% | 38.45%-31.2pp | 35.72%-28.4pp | 373.45%-366.2pp |
| Employer contribution / active EE | $1,661 | $4,105-59.5% | $3,739-55.6% | $4,753-65.0% |
| Participant deferral / active EE | $393 | $5,454-92.8% | $4,879-91.9% | $6,711-94.1% |
| Admin fee / account holder | $124,414 | $7,882+1478.4% | $6,733+1747.8% | $11,407+990.7% |