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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 | $36,037 | $99,345-63.7% | $84,753-57.5% | $273,972-86.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 0.21% | 22.93%-22.7pp | 22.78%-22.6pp | 41.46%-41.2pp |
| Employer contribution / active EE | $776 | $4,214-81.6% | $3,574-78.3% | $4,869-84.1% |
| Participant deferral / active EE | $1,015 | $4,270-76.2% | $3,712-72.6% | $5,287-80.8% |
| Admin fee / account holder | $24,816 | $6,645+273.4% | $5,333+365.3% | $10,133+144.9% |