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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 | $88,203-51.3% | $165,100-74.0% | $74,478-42.3% |
| Participation rate | 53.2% | 73.1%-19.9pp | 78.6%-25.4pp | 67.2%-14.0pp |
| Annual return | 11.43% | 17.13%-5.7pp | 70.21%-58.8pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $871 | $2,601-66.5% | $4,348-80.0% | $2,626-66.8% |
| Participant deferral / active EE | $1,455 | $4,505-67.7% | $6,035-75.9% | $4,350-66.6% |
| Admin fee / account holder | $917 | $2,235-59.0% | $12,696-92.8% | $1,946-52.9% |