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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 | $40,074 | $160,028-75.0% | $147,080-72.8% | $145,884-72.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 4.18% | 98.60%-94.4pp | 420.17%-416.0pp | 551.85%-547.7pp |
| Employer contribution / active EE | $2,209 | $5,286-58.2% | $4,933-55.2% | $4,662-52.6% |
| Participant deferral / active EE | $2,209 | $8,422-73.8% | $8,066-72.6% | $6,690-67.0% |
| Admin fee / account holder | $54,321 | $15,030+261.4% | $12,989+318.2% | $13,392+305.6% |