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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 | $29,528 | $165,361-82.1% | $149,715-80.3% | $158,950-81.4% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 3.86% | 348.24%-344.4pp | 276.66%-272.8pp | 302.91%-299.1pp |
| Employer contribution / active EE | $1,351 | $5,103-73.5% | $4,645-70.9% | $4,762-71.6% |
| Participant deferral / active EE | $2,171 | $7,182-69.8% | $6,842-68.3% | $5,983-63.7% |
| Admin fee / account holder | $69,346 | $10,808+541.6% | $9,310+644.9% | $11,248+516.5% |