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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 | $34,964 | $124,314-71.9% | $109,163-68.0% | $167,518-79.1% |
| Participation rate | 53.8% | 79.4%-25.6pp | 75.9%-22.0pp | 82.1%-28.3pp |
| Annual return | 8.96% | 26.04%-17.1pp | 25.75%-16.8pp | 478.71%-469.7pp |
| Employer contribution / active EE | $7,627 | $4,209+81.2% | $3,723+104.9% | $4,838+57.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,139 | $7,973-85.7% | $6,754-83.1% | $12,312-90.8% |