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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 | $34,731 | $202,342-82.8% | $172,752-79.9% | $152,897-77.3% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.5%-46.7pp |
| Annual return | 0.31% | 1029.83%-1029.5pp | 802.97%-802.7pp | 345.43%-345.1pp |
| Employer contribution / active EE | $1,286 | $5,858-78.0% | $5,144-75.0% | $4,764-73.0% |
| Participant deferral / active EE | $881 | $5,948-85.2% | $5,198-83.0% | $5,851-84.9% |
| Admin fee / account holder | $7,870 | $17,111-54.0% | $13,955-43.6% | $11,599-32.2% |