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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 | $29,752 | $115,814-74.3% | $101,275-70.6% | $158,982-81.3% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 7.33% | 56.16%-48.8pp | 46.48%-39.2pp | 302.99%-295.7pp |
| Employer contribution / active EE | $4,812 | $4,176+15.2% | $3,660+31.5% | $4,763+1.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $41,507 | $7,249+472.6% | $5,948+597.8% | $11,252+268.9% |