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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 | $35,456 | $108,942-67.5% | $100,415-64.7% | $145,897-75.7% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 9.75% | 58.27%-48.5pp | 49.47%-39.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $525 | $4,422-88.1% | $3,943-86.7% | $4,663-88.7% |
| Participant deferral / active EE | $2,216 | $8,461-73.8% | $8,091-72.6% | $6,689-66.9% |
| Admin fee / account holder | $5,706 | $9,702-41.2% | $7,906-27.8% | $13,390-57.4% |