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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 | $51,439 | $54,729-6.0% | $86,235-40.4% | $71,529-28.1% |
| Participation rate | 37.1% | 60.1%-23.0pp | 69.0%-31.8pp | 67.9%-30.8pp |
| Annual return | 13.06% | 20.07%-7.0pp | 1170.03%-1157.0pp | 28.97%-15.9pp |
| Employer contribution / active EE | $341 | $1,267-73.1% | $2,381-85.7% | $2,590-86.8% |
| Participant deferral / active EE | $1,327 | $3,110-57.4% | $3,987-66.7% | $4,291-69.1% |
| Admin fee / account holder | $778 | $1,921-59.5% | $6,856-88.6% | $1,588-51.0% |