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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 | $23,717 | $110,410-78.5% | $102,437-76.8% | $145,897-83.7% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 4.70% | 24.85%-20.1pp | 24.95%-20.2pp | 552.29%-547.6pp |
| Employer contribution / active EE | $6,330 | $4,217+50.1% | $3,871+63.5% | $4,663+35.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,832 | $9,745-70.9% | $8,388-66.2% | $13,390-78.8% |