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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 | $48,634 | $124,336-60.9% | $111,303-56.3% | $167,518-71.0% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 7.97% | 37.45%-29.5pp | 54.66%-46.7pp | 478.71%-470.7pp |
| Employer contribution / active EE | $770 | $3,436-77.6% | $2,731-71.8% | $4,838-84.1% |
| Participant deferral / active EE | $810 | $5,181-84.4% | $4,487-81.9% | $6,342-87.2% |
| Admin fee / account holder | $118,664 | $10,623+1017.1% | $7,966+1389.6% | $12,312+863.8% |