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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 | $157,304-69.4% | $141,197-65.9% | $152,909-68.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 1.68% | 64.34%-62.7pp | 71.41%-69.7pp | 345.46%-343.8pp |
| Employer contribution / active EE | $1,370 | $5,263-74.0% | $4,736-71.1% | $4,764-71.2% |
| Participant deferral / active EE | $1,559 | $7,111-78.1% | $6,710-76.8% | $5,851-73.4% |
| Admin fee / account holder | $29,705 | $12,126+145.0% | $10,265+189.4% | $11,601+156.1% |