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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 | $61,256 | $106,247-42.3% | $96,515-36.5% | $139,466-56.1% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 9.37% | 38.47%-29.1pp | 35.73%-26.4pp | 373.66%-364.3pp |
| Employer contribution / active EE | $1,212 | $4,106-70.5% | $3,740-67.6% | $4,754-74.5% |
| Participant deferral / active EE | $200 | $5,456-96.3% | $4,880-95.9% | $6,712-97.0% |
| Admin fee / account holder | $251,668 | $7,885+3091.7% | $6,735+3636.5% | $11,409+2105.9% |