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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 | $35,203 | $183,592-80.8% | $155,574-77.4% | $145,877-75.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 2.30% | 61.37%-59.1pp | 64.87%-62.6pp | 551.28%-549.0pp |
| Employer contribution / active EE | $1,758 | $5,317-66.9% | $4,676-62.4% | $4,663-62.3% |
| Participant deferral / active EE | $344 | $6,466-94.7% | $5,629-93.9% | $6,691-94.9% |
| Admin fee / account holder | $30,858 | $19,316+59.8% | $15,914+93.9% | $13,402+130.2% |