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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 | $35,094 | $228,352-84.6% | $185,835-81.1% | $158,966-77.9% |
| Participation rate | 23.8% | 82.3%-58.5pp | 78.0%-54.2pp | 82.0%-58.2pp |
| Annual return | 2.69% | 40.81%-38.1pp | 35.96%-33.3pp | 302.95%-300.3pp |
| Employer contribution / active EE | $674 | $4,967-86.4% | $4,087-83.5% | $4,762-85.8% |
| Participant deferral / active EE | $1,052 | $6,416-83.6% | $5,633-81.3% | $5,983-82.4% |
| Admin fee / account holder | $18,231 | $11,867+53.6% | $9,502+91.9% | $11,250+62.1% |