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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 | $33,431 | $77,416-56.8% | $69,464-51.9% | $152,897-78.1% |
| Participation rate | 59.1% | 78.1%-19.0pp | 74.6%-15.5pp | 82.5%-23.4pp |
| Annual return | 0.29% | 39.08%-38.8pp | 28.98%-28.7pp | 345.43%-345.1pp |
| Employer contribution / active EE | $3,337 | $3,315+0.7% | $2,779+20.1% | $4,764-29.9% |
| Participant deferral / active EE | $392 | $4,413-91.1% | $3,536-88.9% | $5,851-93.3% |
| Admin fee / account holder | $2,359 | $6,208-62.0% | $3,840-38.6% | $11,599-79.7% |