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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 | $77,052 | $209,336-63.2% | $197,124-60.9% | $137,256-43.9% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 0.86% | 48.09%-47.2pp | 44.34%-43.5pp | 220.34%-219.5pp |
| Employer contribution / active EE | $3,367 | $6,591-48.9% | $6,227-45.9% | $4,156-19.0% |
| Participant deferral / active EE | $1,011 | $9,614-89.5% | $9,135-88.9% | $6,407-84.2% |
| Admin fee / account holder | $121,476 | $17,308+601.9% | $16,298+645.3% | $12,270+890.0% |