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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 | $53,746 | $102,595-47.6% | $94,057-42.9% | $154,746-65.3% |
| Participation rate | 19.0% | 76.0%-56.9pp | 73.3%-54.3pp | 80.7%-61.7pp |
| Annual return | 5.49% | 583.42%-577.9pp | 480.62%-475.1pp | 172.34%-166.9pp |
| Employer contribution / active EE | $645 | $3,147-79.5% | $2,933-78.0% | $4,379-85.3% |
| Participant deferral / active EE | $870 | $5,118-83.0% | $4,709-81.5% | $6,730-87.1% |
| Admin fee / account holder | $121,873 | $7,736+1475.4% | $7,244+1582.3% | $14,365+748.4% |