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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 | $38,553 | $155,555-75.2% | $146,866-73.7% | $155,188-75.2% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | 7.32% | 115.41%-108.1pp | 102.85%-95.5pp | 148.84%-141.5pp |
| Employer contribution / active EE | $1,318 | $4,647-71.6% | $4,425-70.2% | $4,248-69.0% |
| Participant deferral / active EE | $2,076 | $8,044-74.2% | $7,759-73.2% | $6,531-68.2% |
| Admin fee / account holder | $35,491 | $14,755+140.5% | $13,620+160.6% | $14,480+145.1% |