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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 | $37,701 | $63,346-40.5% | $92,240-59.1% | $70,126-46.2% |
| Participation rate | 65.0% | 68.7%-3.7pp | 76.5%-11.5pp | 69.5%-4.5pp |
| Annual return | 10.89% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $2,439 | $2,471-1.3% | $3,680-33.7% | $2,343+4.1% |
| Participant deferral / active EE | $656 | $2,854-77.0% | $3,897-83.2% | $3,332-80.3% |
| Admin fee / account holder | $11,480 | $3,841+198.9% | $5,194+121.0% | $4,645+147.1% |