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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 | $37,054 | $124,351-70.2% | $109,188-66.1% | $167,553-77.9% |
| Participation rate | 63.2% | 79.4%-16.3pp | 75.9%-12.7pp | 82.1%-19.0pp |
| Annual return | 7.54% | 26.04%-18.5pp | 25.76%-18.2pp | 478.89%-471.4pp |
| Employer contribution / active EE | $3,226 | $4,210-23.4% | $3,723-13.4% | $4,840-33.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,306 | $7,975-83.6% | $6,755-80.7% | $12,316-89.4% |