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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 | $36,504 | $142,354-74.4% | $125,529-70.9% | $155,188-76.5% |
| Participation rate | 55.6% | 78.1%-22.5pp | 74.7%-19.2pp | 80.8%-25.2pp |
| Annual return | 4.42% | 306.06%-301.6pp | 202.56%-198.1pp | 148.84%-144.4pp |
| Employer contribution / active EE | $2,139 | $3,501-38.9% | $3,058-30.0% | $4,248-49.6% |
| Participant deferral / active EE | $1,131 | $5,491-79.4% | $4,813-76.5% | $6,531-82.7% |
| Admin fee / account holder | $20,000 | $19,392+3.1% | $16,298+22.7% | $14,480+38.1% |