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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 | $39,589 | $185,856-78.7% | $170,028-76.7% | $139,456-71.6% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 2.66% | 60.52%-57.9pp | 53.39%-50.7pp | 373.45%-370.8pp |
| Employer contribution / active EE | $2,105 | $7,593-72.3% | $6,788-69.0% | $4,753-55.7% |
| Participant deferral / active EE | $2,105 | $11,623-81.9% | $10,409-79.8% | $6,711-68.6% |
| Admin fee / account holder | $26,262 | $15,387+70.7% | $12,820+104.8% | $11,407+130.2% |