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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 | $32,761 | $90,397-63.8% | $76,002-56.9% | $145,959-77.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 6.95% | 621.97%-615.0pp | 360.07%-353.1pp | 561.95%-555.0pp |
| Employer contribution / active EE | $871 | $3,317-73.7% | $2,688-67.6% | $4,661-81.3% |
| Participant deferral / active EE | $1,025 | $5,163-80.2% | $4,257-75.9% | $6,689-84.7% |
| Admin fee / account holder | $16,725 | $8,369+99.8% | $6,414+160.8% | $13,398+24.8% |