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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 | $183,539-80.8% | $155,556-77.4% | $145,897-75.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 2.30% | 61.31%-59.0pp | 64.84%-62.5pp | 552.29%-550.0pp |
| Employer contribution / active EE | $1,758 | $5,315-66.9% | $4,675-62.4% | $4,663-62.3% |
| Participant deferral / active EE | $344 | $6,467-94.7% | $5,631-93.9% | $6,689-94.9% |
| Admin fee / account holder | $30,858 | $19,275+60.1% | $15,885+94.3% | $13,390+130.4% |