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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 | $42,116 | $90,614-53.5% | $76,089-44.6% | $145,877-71.1% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.1%-24.6pp | 80.3%-35.9pp |
| Annual return | 7.37% | 623.80%-616.4pp | 360.94%-353.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $836 | $3,324-74.9% | $2,690-68.9% | $4,663-82.1% |
| Participant deferral / active EE | $758 | $5,168-85.3% | $4,259-82.2% | $6,691-88.7% |
| Admin fee / account holder | $6,548 | $8,376-21.8% | $6,418+2.0% | $13,402-51.1% |