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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 | $59,757 | $70,366-15.1% | $66,674-10.4% | $138,895-57.0% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 12.20% | 386.41%-374.2pp | 321.24%-309.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,275 | $2,765-53.9% | $2,620-51.3% | $4,194-69.6% |
| Participant deferral / active EE | $253 | $4,374-94.2% | $4,084-93.8% | $6,396-96.0% |
| Admin fee / account holder | $2,695 | $5,262-48.8% | $5,098-47.1% | $12,562-78.5% |