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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 | $54,566 | $102,422-46.7% | $147,117-62.9% | $80,959-32.6% |
| Participation rate | 32.0% | 75.9%-43.9pp | 82.2%-50.2pp | 67.7%-35.7pp |
| Annual return | 11.67% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $870 | $3,717-76.6% | $4,932-82.4% | $2,757-68.4% |
| Participant deferral / active EE | $1,876 | $6,652-71.8% | $8,065-76.7% | $4,300-56.4% |
| Admin fee / account holder | $3,287 | $7,953-58.7% | $12,993-74.7% | $6,925-52.5% |