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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 | $36,567 | $85,766-57.4% | $136,298-73.2% | $70,126-47.9% |
| Participation rate | 46.2% | 74.2%-28.0pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 14.16% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $917 | $2,966-69.1% | $4,696-80.5% | $2,343-60.9% |
| Participant deferral / active EE | $1,959 | $5,051-61.2% | $6,247-68.6% | $3,332-41.2% |
| Admin fee / account holder | $2,253 | $5,421-58.4% | $9,244-75.6% | $4,645-51.5% |