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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 | $60,016 | $93,617-35.9% | $135,982-55.9% | $75,177-20.2% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.4pp | 67.2%-13.6pp |
| Annual return | 6.49% | 30.89%-24.4pp | 68.32%-61.8pp | 160.75%-154.3pp |
| Employer contribution / active EE | $874 | $3,538-75.3% | $4,859-82.0% | $2,671-67.3% |
| Participant deferral / active EE | $2,430 | $6,406-62.1% | $7,760-68.7% | $4,126-41.1% |
| Admin fee / account holder | $78,341 | $6,980+1022.4% | $10,767+627.6% | $5,651+1286.2% |