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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 | $125,237-56.7% | $105,608-48.7% | $145,877-62.9% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 4.74% | 225.76%-221.0pp | 116.50%-111.8pp | 551.28%-546.5pp |
| Employer contribution / active EE | $1,242 | $3,720-66.6% | $3,167-60.8% | $4,663-73.4% |
| Participant deferral / active EE | $625 | $5,711-89.1% | $5,010-87.5% | $6,691-90.7% |
| Admin fee / account holder | $42,716 | $17,287+147.1% | $11,028+287.3% | $13,402+218.7% |