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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 | $37,267 | $110,410-66.2% | $102,437-63.6% | $145,897-74.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 7.13% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,415 | $4,217-66.4% | $3,871-63.4% | $4,663-69.7% |
| Participant deferral / active EE | $1,468 | $5,622-73.9% | $5,060-71.0% | $6,689-78.1% |
| Admin fee / account holder | $54,753 | $9,745+461.9% | $8,388+552.8% | $13,390+308.9% |