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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 | $48,156 | $157,270-69.4% | $141,173-65.9% | $152,870-68.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.4%-39.6pp |
| Annual return | 1.68% | 64.33%-62.6pp | 71.40%-69.7pp | 345.34%-343.7pp |
| Employer contribution / active EE | $1,370 | $5,261-74.0% | $4,735-71.1% | $4,763-71.2% |
| Participant deferral / active EE | $1,559 | $7,110-78.1% | $6,710-76.8% | $5,850-73.3% |
| Admin fee / account holder | $29,705 | $12,121+145.1% | $10,262+189.5% | $11,597+156.1% |