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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 | $47,313 | $85,766-44.8% | $136,298-65.3% | $70,126-32.5% |
| Participation rate | 34.5% | 74.2%-39.7pp | 81.9%-47.4pp | 69.5%-35.1pp |
| Annual return | 11.42% | 31.46%-20.0pp | 5156.27%-5144.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,159 | $2,966-60.9% | $4,696-75.3% | $2,343-50.5% |
| Participant deferral / active EE | $1,523 | $5,051-69.8% | $6,247-75.6% | $3,332-54.3% |
| Admin fee / account holder | $457 | $5,421-91.6% | $9,244-95.1% | $4,645-90.2% |