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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 | $35,038 | $165,399-78.8% | $149,745-76.6% | $158,982-78.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.44% | 348.34%-341.9pp | 276.72%-270.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $1,737 | $5,105-66.0% | $4,646-62.6% | $4,763-63.5% |
| Participant deferral / active EE | $2,264 | $7,183-68.5% | $6,843-66.9% | $5,983-62.2% |
| Admin fee / account holder | $49,481 | $10,811+357.7% | $9,312+431.4% | $11,252+339.8% |