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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 | $55,549 | $85,766-35.2% | $136,298-59.2% | $70,126-20.8% |
| Participation rate | 51.1% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 11.59% | 31.46%-19.9pp | 5156.27%-5144.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $553 | $2,966-81.4% | $4,696-88.2% | $2,343-76.4% |
| Participant deferral / active EE | $1,515 | $5,051-70.0% | $6,247-75.8% | $3,332-54.5% |
| Admin fee / account holder | $2,084 | $5,421-61.6% | $9,244-77.5% | $4,645-55.1% |