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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 | $107,666-47.2% | $102,184-44.4% | $154,746-63.3% |
| Participation rate | 13.6% | 83.7%-70.1pp | 82.6%-69.0pp | 80.7%-67.1pp |
| Annual return | 7.15% | 29.33%-22.2pp | 31.58%-24.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $137 | $3,846-96.4% | $3,594-96.2% | $4,379-96.9% |
| Participant deferral / active EE | $367 | $8,719-95.8% | $8,309-95.6% | $6,730-94.6% |
| Admin fee / account holder | $61,460 | $12,943+374.8% | $11,609+429.4% | $14,365+327.8% |