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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 | $97,289-68.9% | $92,805-67.4% | $155,188-80.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 6.56% | 29.03%-22.5pp | 31.59%-25.0pp | 148.84%-142.3pp |
| Employer contribution / active EE | $966 | $3,632-73.4% | $3,424-71.8% | $4,248-77.3% |
| Participant deferral / active EE | $2,415 | $8,795-72.5% | $8,448-71.4% | $6,531-63.0% |
| Admin fee / account holder | $57,120 | $12,015+375.4% | $10,911+423.5% | $14,480+294.5% |