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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 | $34,359 | $100,970-66.0% | $96,576-64.4% | $137,256-75.0% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 6.92% | 38.16%-31.2pp | 38.47%-31.5pp | 220.34%-213.4pp |
| Employer contribution / active EE | $328 | $3,809-91.4% | $3,553-90.8% | $4,156-92.1% |
| Participant deferral / active EE | $2,125 | $8,286-74.4% | $7,956-73.3% | $6,407-66.8% |
| Admin fee / account holder | $26,608 | $11,312+135.2% | $11,381+133.8% | $12,270+116.9% |