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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 | $38,573 | $117,904-67.3% | $102,457-62.4% | $145,978-73.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 2.18% | 31.80%-29.6pp | 29.41%-27.2pp | 550.52%-548.3pp |
| Employer contribution / active EE | $1,025 | $3,613-71.6% | $3,022-66.1% | $4,662-78.0% |
| Participant deferral / active EE | $1,025 | $5,733-82.1% | $5,054-79.7% | $6,690-84.7% |
| Admin fee / account holder | $17,002 | $13,329+27.6% | $9,451+79.9% | $13,400+26.9% |