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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 | $37,758 | $90,691-58.4% | $76,119-50.4% | $145,884-74.1% |
| Participation rate | 26.7% | 74.5%-47.8pp | 69.1%-42.4pp | 80.3%-53.6pp |
| Annual return | 7.76% | 624.52%-616.8pp | 361.25%-353.5pp | 551.85%-544.1pp |
| Employer contribution / active EE | $675 | $3,329-79.7% | $2,693-74.9% | $4,662-85.5% |
| Participant deferral / active EE | $864 | $5,167-83.3% | $4,259-79.7% | $6,690-87.1% |
| Admin fee / account holder | $706 | $8,383-91.6% | $6,421-89.0% | $13,392-94.7% |