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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 | $37,436 | $111,785-66.5% | $93,669-60.0% | $145,877-74.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 6.55% | 203.79%-197.2pp | 133.59%-127.0pp | 551.28%-544.7pp |
| Employer contribution / active EE | $907 | $3,096-70.7% | $2,424-62.6% | $4,663-80.5% |
| Participant deferral / active EE | $1,114 | $4,919-77.3% | $4,416-74.8% | $6,691-83.3% |
| Admin fee / account holder | $36,395 | $10,256+254.9% | $8,291+339.0% | $13,402+171.6% |