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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 | $32,920 | $199,109-83.5% | $173,730-81.1% | $154,746-78.7% |
| Participation rate | 36.4% | 82.8%-46.4pp | 79.6%-43.2pp | 80.7%-44.3pp |
| Annual return | 7.10% | 20.02%-12.9pp | 19.96%-12.9pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,687 | $5,311-68.2% | $4,577-63.1% | $4,379-61.5% |
| Participant deferral / active EE | $1,792 | $7,113-74.8% | $6,326-71.7% | $6,730-73.4% |
| Admin fee / account holder | $52,318 | $20,916+150.1% | $17,523+198.6% | $14,365+264.2% |