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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 | $35,707 | $85,171-58.1% | $172,753-79.3% | $72,976-51.1% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 4.48% | 27.32%-22.8pp | 803.00%-798.5pp | 81.02%-76.5pp |
| Employer contribution / active EE | $1,507 | $3,324-54.6% | $5,144-70.7% | $2,440-38.2% |
| Participant deferral / active EE | $499 | $3,260-84.7% | $5,198-90.4% | $3,608-86.2% |
| Admin fee / account holder | $8,123 | $5,880+38.1% | $13,956-41.8% | $5,124+58.5% |