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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 | $25,240 | $103,000-75.5% | $90,300-72.0% | $152,885-83.5% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.5%-29.8pp |
| Annual return | 6.70% | 95.19%-88.5pp | 78.11%-71.4pp | 345.39%-338.7pp |
| Employer contribution / active EE | $3,800 | $3,138+21.1% | $2,854+33.1% | $4,763-20.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,536 | $6,173+135.5% | $5,353+171.6% | $11,598+25.3% |