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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 | $29,679 | $228,352-87.0% | $185,835-84.0% | $158,966-81.3% |
| Participation rate | 40.9% | 82.3%-41.4pp | 78.0%-37.1pp | 82.0%-41.1pp |
| Annual return | 3.71% | 40.81%-37.1pp | 35.96%-32.3pp | 302.95%-299.2pp |
| Employer contribution / active EE | $864 | $4,967-82.6% | $4,087-78.9% | $4,762-81.9% |
| Participant deferral / active EE | $1,146 | $6,416-82.1% | $5,633-79.7% | $5,983-80.8% |
| Admin fee / account holder | $37,243 | $11,867+213.8% | $9,502+291.9% | $11,250+231.0% |