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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 | $33,739 | $103,008-67.2% | $90,304-62.6% | $152,897-77.9% |
| Participation rate | 58.8% | 75.9%-17.0pp | 73.3%-14.5pp | 82.5%-23.6pp |
| Annual return | 3.05% | 95.22%-92.2pp | 78.13%-75.1pp | 345.43%-342.4pp |
| Employer contribution / active EE | $686 | $3,139-78.2% | $2,855-76.0% | $4,764-85.6% |
| Participant deferral / active EE | $686 | $4,281-84.0% | $3,885-82.4% | $5,851-88.3% |
| Admin fee / account holder | $21,048 | $6,175+240.9% | $5,354+293.1% | $11,599+81.5% |