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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 | $54,191 | $125,184-56.7% | $105,607-48.7% | $145,884-62.9% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 4.74% | 225.00%-220.3pp | 116.11%-111.4pp | 551.85%-547.1pp |
| Employer contribution / active EE | $1,242 | $3,720-66.6% | $3,167-60.8% | $4,662-73.4% |
| Participant deferral / active EE | $625 | $5,714-89.1% | $5,011-87.5% | $6,690-90.7% |
| Admin fee / account holder | $42,716 | $17,133+149.3% | $10,958+289.8% | $13,392+219.0% |