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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 | $35,716 | $117,895-69.7% | $102,460-65.1% | $145,897-75.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 1.51% | 31.92%-30.4pp | 29.47%-28.0pp | 552.29%-550.8pp |
| Employer contribution / active EE | $897 | $3,619-75.2% | $3,025-70.3% | $4,663-80.8% |
| Participant deferral / active EE | $897 | $5,736-84.4% | $5,056-82.3% | $6,689-86.6% |
| Admin fee / account holder | $18,442 | $13,353+38.1% | $9,460+94.9% | $13,390+37.7% |