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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 | $132,099-72.4% | $115,599-68.4% | $138,895-73.7% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.3%-18.7pp | 79.9%-24.4pp |
| Annual return | 4.42% | 176.76%-172.3pp | 111.10%-106.7pp | 145.39%-141.0pp |
| Employer contribution / active EE | $2,139 | $3,416-37.4% | $2,955-27.6% | $4,194-49.0% |
| Participant deferral / active EE | $1,131 | $5,617-79.9% | $4,889-76.9% | $6,396-82.3% |
| Admin fee / account holder | $20,000 | $15,650+27.8% | $12,841+55.8% | $12,562+59.2% |