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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 | $30,292 | $107,666-71.9% | $102,184-70.4% | $154,746-80.4% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 6.56% | 29.33%-22.8pp | 31.58%-25.0pp | 172.34%-165.8pp |
| Employer contribution / active EE | $966 | $3,846-74.9% | $3,594-73.1% | $4,379-77.9% |
| Participant deferral / active EE | $2,415 | $8,719-72.3% | $8,309-70.9% | $6,730-64.1% |
| Admin fee / account holder | $57,120 | $12,943+341.3% | $11,609+392.0% | $14,365+297.6% |