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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 | $41,864 | $105,158-60.2% | $94,672-55.8% | $139,487-70.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 10.44% | 38.11%-27.7pp | 156.89%-146.5pp | 373.84%-363.4pp |
| Employer contribution / active EE | $562 | $4,107-86.3% | $3,673-84.7% | $4,755-88.2% |
| Participant deferral / active EE | $612 | $7,599-92.0% | $7,417-91.8% | $6,713-90.9% |
| Admin fee / account holder | $5,939 | $8,972-33.8% | $7,222-17.8% | $11,407-47.9% |