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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 | $111,830-66.5% | $93,696-60.0% | $145,884-74.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 6.55% | 204.08%-197.5pp | 133.74%-127.2pp | 551.85%-545.3pp |
| Employer contribution / active EE | $907 | $3,093-70.7% | $2,422-62.5% | $4,662-80.5% |
| Participant deferral / active EE | $1,114 | $4,920-77.4% | $4,417-74.8% | $6,690-83.3% |
| Admin fee / account holder | $36,395 | $10,249+255.1% | $8,287+339.2% | $13,392+171.8% |