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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 | $38,793 | $172,111-77.5% | $150,298-74.2% | $137,256-71.7% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 8.23% | 69.37%-61.1pp | 62.79%-54.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,086 | $4,636-55.0% | $4,154-49.8% | $4,156-49.8% |
| Participant deferral / active EE | $231 | $6,166-96.3% | $5,453-95.8% | $6,407-96.4% |
| Admin fee / account holder | $51,036 | $16,471+209.9% | $14,116+261.6% | $12,270+315.9% |