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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 | $34,354 | $111,535-69.2% | $105,223-67.4% | $137,256-75.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 10.62% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $958 | $3,939-75.7% | $3,689-74.0% | $4,156-76.9% |
| Participant deferral / active EE | $592 | $5,500-89.2% | $5,072-88.3% | $6,407-90.8% |
| Admin fee / account holder | $1,235 | $9,721-87.3% | $8,859-86.1% | $12,270-89.9% |