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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 | $52,096 | $132,634-60.7% | $115,768-55.0% | $137,256-62.0% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 8.22% | 160.70%-152.5pp | 100.46%-92.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $643 | $3,360-80.9% | $2,940-78.1% | $4,156-84.5% |
| Participant deferral / active EE | $831 | $5,619-85.2% | $4,917-83.1% | $6,407-87.0% |
| Admin fee / account holder | $806 | $15,028-94.6% | $12,439-93.5% | $12,270-93.4% |