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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 | $18,137 | $106,247-82.9% | $96,515-81.2% | $139,466-87.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 7.08% | 38.47%-31.4pp | 35.73%-28.6pp | 373.66%-366.6pp |
| Employer contribution / active EE | $894 | $4,106-78.2% | $3,740-76.1% | $4,754-81.2% |
| Participant deferral / active EE | $1,118 | $5,456-79.5% | $4,880-77.1% | $6,712-83.4% |
| Admin fee / account holder | $58,295 | $7,885+639.3% | $6,735+765.5% | $11,409+411.0% |