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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 | $34,952 | $125,237-72.1% | $105,608-66.9% | $145,877-76.0% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 2.63% | 225.76%-223.1pp | 116.50%-113.9pp | 551.28%-548.7pp |
| Employer contribution / active EE | $3,965 | $3,720+6.6% | $3,167+25.2% | $4,663-15.0% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,521 | $17,287-79.6% | $11,028-68.1% | $13,402-73.7% |