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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 | $62,834 | $106,247-40.9% | $96,515-34.9% | $139,466-54.9% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.1pp | 80.3%-45.0pp |
| Annual return | 10.73% | 38.47%-27.7pp | 35.73%-25.0pp | 373.66%-362.9pp |
| Employer contribution / active EE | $844 | $4,106-79.4% | $3,740-77.4% | $4,754-82.2% |
| Participant deferral / active EE | $1,088 | $5,456-80.1% | $4,880-77.7% | $6,712-83.8% |
| Admin fee / account holder | $97,669 | $7,885+1138.7% | $6,735+1350.1% | $11,409+756.1% |