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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 | $27,378 | $160,040-82.9% | $147,096-81.4% | $145,877-81.2% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 7.22% | 98.49%-91.3pp | 419.75%-412.5pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,600 | $5,289-69.8% | $4,936-67.6% | $4,663-65.7% |
| Participant deferral / active EE | $2,000 | $8,429-76.3% | $8,071-75.2% | $6,691-70.1% |
| Admin fee / account holder | $118,787 | $15,050+689.3% | $13,005+813.4% | $13,402+786.3% |