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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 | $34,953 | $157,296-77.8% | $141,191-75.2% | $152,897-77.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 6.71% | 64.34%-57.6pp | 71.41%-64.7pp | 345.43%-338.7pp |
| Employer contribution / active EE | $7,833 | $5,262+48.9% | $4,736+65.4% | $4,764+64.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,394 | $12,125-72.0% | $10,264-66.9% | $11,599-70.7% |