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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 | $28,611 | $124,425-77.0% | $112,040-74.5% | $137,256-79.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 7.97% | 24.72%-16.8pp | 24.52%-16.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,630 | $3,411-52.2% | $2,954-44.8% | $4,156-60.8% |
| Participant deferral / active EE | $1,630 | $5,718-71.5% | $5,098-68.0% | $6,407-74.6% |
| Admin fee / account holder | $69,884 | $15,207+359.6% | $12,098+477.6% | $12,270+469.5% |