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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 | $34,400 | $107,363-68.0% | $92,909-63.0% | $152,897-77.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 2.65% | 145.63%-143.0pp | 109.44%-106.8pp | 345.43%-342.8pp |
| Employer contribution / active EE | $1,021 | $4,222-75.8% | $3,653-72.1% | $4,764-78.6% |
| Participant deferral / active EE | $1,240 | $4,848-74.4% | $4,238-70.7% | $5,851-78.8% |
| Admin fee / account holder | $1,810 | $7,082-74.4% | $5,795-68.8% | $11,599-84.4% |