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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 | $28,912 | $160,040-81.9% | $147,096-80.3% | $145,877-80.2% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 5.69% | 98.49%-92.8pp | 419.75%-414.1pp | 551.28%-545.6pp |
| Employer contribution / active EE | $1,897 | $5,289-64.1% | $4,936-61.6% | $4,663-59.3% |
| Participant deferral / active EE | $2,531 | $8,429-70.0% | $8,071-68.6% | $6,691-62.2% |
| Admin fee / account holder | $3,365 | $15,050-77.6% | $13,005-74.1% | $13,402-74.9% |