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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 | $35,667 | $88,710-59.8% | $81,783-56.4% | $145,959-75.6% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 8.27% | 1027.26%-1019.0pp | 775.05%-766.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $441 | $3,083-85.7% | $2,913-84.8% | $4,661-90.5% |
| Participant deferral / active EE | $660 | $4,645-85.8% | $4,320-84.7% | $6,689-90.1% |
| Admin fee / account holder | $1,979 | $8,407-76.5% | $7,380-73.2% | $13,398-85.2% |