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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 | $35,499 | $85,766-58.6% | $136,298-74.0% | $70,126-49.4% |
| Participation rate | 68.8% | 74.2%-5.4pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 11.94% | 31.46%-19.5pp | 5156.27%-5144.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,360 | $2,966-54.2% | $4,696-71.0% | $2,343-41.9% |
| Participant deferral / active EE | $1,299 | $5,051-74.3% | $6,247-79.2% | $3,332-61.0% |
| Admin fee / account holder | $7,717 | $5,421+42.4% | $9,244-16.5% | $4,645+66.1% |