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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 | $24,097 | $208,088-88.4% | $186,193-87.1% | $154,746-84.4% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 5.75% | 89.97%-84.2pp | 78.03%-72.3pp | 172.34%-166.6pp |
| Employer contribution / active EE | $799 | $4,340-81.6% | $3,918-79.6% | $4,379-81.8% |
| Participant deferral / active EE | $1,148 | $7,078-83.8% | $6,513-82.4% | $6,730-82.9% |
| Admin fee / account holder | $69,855 | $11,698+497.1% | $11,058+531.7% | $14,365+386.3% |