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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 | $45,630 | $107,363-57.5% | $92,909-50.9% | $152,897-70.2% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 3.58% | 145.63%-142.0pp | 109.44%-105.9pp | 345.43%-341.8pp |
| Employer contribution / active EE | $874 | $4,222-79.3% | $3,653-76.1% | $4,764-81.7% |
| Participant deferral / active EE | $1,298 | $4,848-73.2% | $4,238-69.4% | $5,851-77.8% |
| Admin fee / account holder | $13,214 | $7,082+86.6% | $5,795+128.0% | $11,599+13.9% |