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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 | $21,298 | $77,449-72.5% | $69,483-69.3% | $152,909-86.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 0.69% | 39.09%-38.4pp | 28.99%-28.3pp | 345.46%-344.8pp |
| Employer contribution / active EE | $655 | $3,316-80.2% | $2,780-76.4% | $4,764-86.2% |
| Participant deferral / active EE | $655 | $4,415-85.2% | $3,537-81.5% | $5,851-88.8% |
| Admin fee / account holder | $5,517 | $6,210-11.2% | $3,841+43.6% | $11,601-52.4% |