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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 | $29,952 | $160,040-81.3% | $147,096-79.6% | $145,877-79.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.77% | 98.49%-91.7pp | 419.75%-413.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,604 | $5,289-69.7% | $4,936-67.5% | $4,663-65.6% |
| Participant deferral / active EE | $1,060 | $8,429-87.4% | $8,071-86.9% | $6,691-84.2% |
| Admin fee / account holder | $46,792 | $15,050+210.9% | $13,005+259.8% | $13,402+249.1% |