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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 | $33,293 | $110,337-69.8% | $102,383-67.5% | $145,877-77.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 3.88% | 24.83%-21.0pp | 24.94%-21.1pp | 551.28%-547.4pp |
| Employer contribution / active EE | $10,985 | $4,216+160.6% | $3,870+183.8% | $4,663+135.6% |
| Participant deferral / active EE | $1,445 | $5,621-74.3% | $5,060-71.4% | $6,691-78.4% |
| Admin fee / account holder | $126,330 | $9,750+1195.7% | $8,391+1405.5% | $13,402+842.6% |