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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 | $41,988 | $176,105-76.2% | $159,474-73.7% | $167,536-74.9% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 8.56% | 331.91%-323.3pp | 263.68%-255.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $2,092 | $5,299-60.5% | $4,831-56.7% | $4,839-56.8% |
| Participant deferral / active EE | $2,223 | $7,751-71.3% | $7,353-69.8% | $6,342-65.0% |
| Admin fee / account holder | $61,198 | $12,559+387.3% | $10,802+466.5% | $12,315+397.0% |