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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 | $33,840 | $150,346-77.5% | $120,524-71.9% | $145,877-76.8% |
| Participation rate | 55.6% | 78.8%-23.2pp | 71.9%-16.4pp | 80.3%-24.7pp |
| Annual return | 5.75% | 154.40%-148.7pp | 107.36%-101.6pp | 551.28%-545.5pp |
| Employer contribution / active EE | $1,406 | $4,353-67.7% | $3,469-59.5% | $4,663-69.9% |
| Participant deferral / active EE | $1,406 | $6,172-77.2% | $4,994-71.9% | $6,691-79.0% |
| Admin fee / account holder | $1,336 | $12,215-89.1% | $9,440-85.8% | $13,402-90.0% |