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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 | $32,322 | $118,496-72.7% | $98,461-67.2% | $139,466-76.8% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 2.79% | 18.96%-16.2pp | 21.17%-18.4pp | 373.66%-370.9pp |
| Employer contribution / active EE | $6,386 | $3,611+76.9% | $3,049+109.5% | $4,754+34.3% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,456 | $14,056-82.5% | $8,961-72.6% | $11,409-78.5% |