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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 | $18,189 | $160,028-88.6% | $147,080-87.6% | $145,884-87.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.53% | 98.60%-91.1pp | 420.17%-412.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,505 | $5,286-71.5% | $4,933-69.5% | $4,662-67.7% |
| Participant deferral / active EE | $1,808 | $8,422-78.5% | $8,066-77.6% | $6,690-73.0% |
| Admin fee / account holder | $32,530 | $15,030+116.4% | $12,989+150.4% | $13,392+142.9% |