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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 | $56,832 | $97,289-41.6% | $92,805-38.8% | $155,188-63.4% |
| Participation rate | 13.6% | 84.2%-70.5pp | 83.5%-69.9pp | 80.8%-67.2pp |
| Annual return | 7.15% | 29.03%-21.9pp | 31.59%-24.4pp | 148.84%-141.7pp |
| Employer contribution / active EE | $137 | $3,632-96.2% | $3,424-96.0% | $4,248-96.8% |
| Participant deferral / active EE | $367 | $8,795-95.8% | $8,448-95.7% | $6,531-94.4% |
| Admin fee / account holder | $61,460 | $12,015+411.5% | $10,911+463.3% | $14,480+324.5% |