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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 | $33,707 | $162,136-79.2% | $152,301-77.9% | $154,746-78.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 9.43% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,138 | $4,890-76.7% | $4,624-75.4% | $4,379-74.0% |
| Participant deferral / active EE | $1,557 | $8,341-81.3% | $8,004-80.5% | $6,730-76.9% |
| Admin fee / account holder | $53,085 | $15,759+236.8% | $14,398+268.7% | $14,365+269.5% |