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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 | $39,027 | $159,934-75.6% | $147,005-73.5% | $145,959-73.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.75% | 98.24%-91.5pp | 418.76%-412.0pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,472 | $5,287-72.2% | $4,934-70.2% | $4,661-68.4% |
| Participant deferral / active EE | $1,840 | $8,427-78.2% | $8,070-77.2% | $6,689-72.5% |
| Admin fee / account holder | $21,663 | $15,053+43.9% | $13,006+66.6% | $13,398+61.7% |