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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 | $33,237 | $175,257-81.0% | $149,717-77.8% | $139,456-76.2% |
| Participation rate | 47.6% | 83.4%-35.8pp | 78.8%-31.2pp | 80.3%-32.7pp |
| Annual return | 3.35% | 166.70%-163.3pp | 134.41%-131.1pp | 373.45%-370.1pp |
| Employer contribution / active EE | $2,293 | $5,477-58.1% | $4,820-52.4% | $4,753-51.8% |
| Participant deferral / active EE | $1,239 | $6,521-81.0% | $5,682-78.2% | $6,711-81.5% |
| Admin fee / account holder | $4,181 | $16,156-74.1% | $13,213-68.4% | $11,407-63.3% |