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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 | $165,361-78.8% | $149,715-76.6% | $158,950-78.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.44% | 348.24%-341.8pp | 276.66%-270.2pp | 302.91%-296.5pp |
| Employer contribution / active EE | $1,737 | $5,103-66.0% | $4,645-62.6% | $4,762-63.5% |
| Participant deferral / active EE | $2,264 | $7,182-68.5% | $6,842-66.9% | $5,983-62.2% |
| Admin fee / account holder | $49,481 | $10,808+357.8% | $9,310+431.5% | $11,248+339.9% |