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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 | $45,146 | $111,535-59.5% | $105,223-57.1% | $137,256-67.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 8.31% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $801 | $3,939-79.7% | $3,689-78.3% | $4,156-80.7% |
| Participant deferral / active EE | $959 | $5,500-82.6% | $5,072-81.1% | $6,407-85.0% |
| Admin fee / account holder | $6,897 | $9,721-29.1% | $8,859-22.1% | $12,270-43.8% |