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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 | $174,379-77.8% | $152,093-74.5% | $138,895-72.1% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 8.23% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.2pp |
| Employer contribution / active EE | $2,086 | $4,652-55.2% | $4,175-50.0% | $4,194-50.3% |
| Participant deferral / active EE | $231 | $6,159-96.3% | $5,451-95.8% | $6,396-96.4% |
| Admin fee / account holder | $51,036 | $16,880+202.3% | $14,497+252.1% | $12,562+306.3% |