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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 | $46,460 | $112,729-58.8% | $98,716-52.9% | $137,256-66.2% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 9.06% | 38.48%-29.4pp | 31.81%-22.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $608 | $2,725-77.7% | $2,279-73.3% | $4,156-85.4% |
| Participant deferral / active EE | $913 | $4,640-80.3% | $4,048-77.5% | $6,407-85.8% |
| Admin fee / account holder | $67,815 | $10,129+569.5% | $8,703+679.2% | $12,270+452.7% |