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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 | $50,813 | $85,171-40.3% | $172,753-70.6% | $72,976-30.4% |
| Participation rate | 38.3% | 70.1%-31.8pp | 82.6%-44.3pp | 69.5%-31.2pp |
| Annual return | 6.02% | 27.32%-21.3pp | 803.00%-797.0pp | 81.02%-75.0pp |
| Employer contribution / active EE | $640 | $3,324-80.7% | $5,144-87.5% | $2,440-73.8% |
| Participant deferral / active EE | $663 | $3,260-79.7% | $5,198-87.2% | $3,608-81.6% |
| Admin fee / account holder | $11,126 | $5,880+89.2% | $13,956-20.3% | $5,124+117.1% |