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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 | $102,609-66.5% | $98,090-65.0% | $138,895-75.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 6.92% | 36.44%-29.5pp | 37.05%-30.1pp | 145.39%-138.5pp |
| Employer contribution / active EE | $328 | $3,867-91.5% | $3,606-90.9% | $4,194-92.2% |
| Participant deferral / active EE | $2,125 | $8,167-74.0% | $7,845-72.9% | $6,396-66.8% |
| Admin fee / account holder | $26,608 | $11,434+132.7% | $11,815+125.2% | $12,562+111.8% |