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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 | $30,642 | $90,530-66.2% | $76,030-59.7% | $145,897-79.0% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 7.97% | 625.08%-617.1pp | 361.54%-353.6pp | 552.29%-544.3pp |
| Employer contribution / active EE | $574 | $3,319-82.7% | $2,688-78.7% | $4,663-87.7% |
| Participant deferral / active EE | $867 | $5,164-83.2% | $4,257-79.6% | $6,689-87.0% |
| Admin fee / account holder | $459 | $8,383-94.5% | $6,421-92.9% | $13,390-96.6% |