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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 | $37,825 | $110,212-65.7% | $96,534-60.8% | $139,466-72.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 7.58% | 26.42%-18.8pp | 25.88%-18.3pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,049 | $3,620-71.0% | $2,965-64.6% | $4,754-77.9% |
| Participant deferral / active EE | $1,328 | $5,547-76.1% | $4,851-72.6% | $6,712-80.2% |
| Admin fee / account holder | $34,550 | $11,599+197.9% | $8,253+318.6% | $11,409+202.8% |