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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 | $59,249 | $181,896-67.4% | $156,551-62.2% | $273,972-78.4% |
| Participation rate | 68.8% | 88.4%-19.6pp | 84.0%-15.3pp | 83.0%-14.3pp |
| Annual return | 0.04% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $2,780 | $6,248-55.5% | $5,501-49.5% | $4,869-42.9% |
| Participant deferral / active EE | $1,692 | $5,550-69.5% | $4,871-65.3% | $5,287-68.0% |
| Admin fee / account holder | $69,251 | $15,560+345.1% | $13,028+431.5% | $10,133+583.4% |