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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 | $34,183 | $112,729-69.7% | $98,716-65.4% | $137,256-75.1% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 7.92% | 38.48%-30.6pp | 31.81%-23.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $546 | $2,725-80.0% | $2,279-76.0% | $4,156-86.9% |
| Participant deferral / active EE | $864 | $4,640-81.4% | $4,048-78.6% | $6,407-86.5% |
| Admin fee / account holder | $74,841 | $10,129+638.9% | $8,703+760.0% | $12,270+509.9% |