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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 | $34,568 | $108,911-68.3% | $100,392-65.6% | $145,884-76.3% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 8.91% | 58.23%-49.3pp | 49.45%-40.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $987 | $4,420-77.7% | $3,941-75.0% | $4,662-78.8% |
| Participant deferral / active EE | $987 | $8,459-88.3% | $8,090-87.8% | $6,690-85.3% |
| Admin fee / account holder | $353 | $9,698-96.4% | $7,904-95.5% | $13,392-97.4% |