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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 | $35,688 | $174,379-79.5% | $152,093-76.5% | $138,895-74.3% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 4.79% | 74.86%-70.1pp | 66.36%-61.6pp | 145.39%-140.6pp |
| Employer contribution / active EE | $1,106 | $4,652-76.2% | $4,175-73.5% | $4,194-73.6% |
| Participant deferral / active EE | $1,526 | $6,159-75.2% | $5,451-72.0% | $6,396-76.1% |
| Admin fee / account holder | $44,711 | $16,880+164.9% | $14,497+208.4% | $12,562+255.9% |