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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 | $21,593 | $102,609-79.0% | $98,090-78.0% | $138,895-84.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 11.64% | 36.44%-24.8pp | 37.05%-25.4pp | 145.39%-133.8pp |
| Employer contribution / active EE | $899 | $3,867-76.8% | $3,606-75.1% | $4,194-78.6% |
| Participant deferral / active EE | $1,229 | $8,167-85.0% | $7,845-84.3% | $6,396-80.8% |
| Admin fee / account holder | $33,528 | $11,434+193.2% | $11,815+183.8% | $12,562+166.9% |