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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 | $43,159 | $111,830-61.4% | $93,696-53.9% | $145,884-70.4% |
| Participation rate | 38.1% | 74.2%-36.1pp | 68.7%-30.6pp | 80.3%-42.2pp |
| Annual return | 6.38% | 204.08%-197.7pp | 133.74%-127.4pp | 551.85%-545.5pp |
| Employer contribution / active EE | $644 | $3,093-79.2% | $2,422-73.4% | $4,662-86.2% |
| Participant deferral / active EE | $963 | $4,920-80.4% | $4,417-78.2% | $6,690-85.6% |
| Admin fee / account holder | $5,970 | $10,249-41.8% | $8,287-28.0% | $13,392-55.4% |