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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 | $42,958 | $88,137-51.3% | $164,975-74.0% | $74,429-42.3% |
| Participation rate | 53.2% | 73.1%-19.9pp | 78.6%-25.4pp | 67.2%-14.0pp |
| Annual return | 11.43% | 17.13%-5.7pp | 70.12%-58.7pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $871 | $2,597-66.5% | $4,343-79.9% | $2,625-66.8% |
| Participant deferral / active EE | $1,455 | $4,501-67.7% | $6,033-75.9% | $4,348-66.5% |
| Admin fee / account holder | $917 | $2,231-58.9% | $12,688-92.8% | $1,944-52.8% |