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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 | $43,436 | $105,200-58.7% | $159,474-72.8% | $85,847-49.4% |
| Participation rate | 59.3% | 75.8%-16.4pp | 82.8%-23.5pp | 69.3%-10.0pp |
| Annual return | 12.16% | 45.08%-32.9pp | 263.68%-251.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $725 | $3,319-78.2% | $4,831-85.0% | $2,565-71.7% |
| Participant deferral / active EE | $923 | $5,946-84.5% | $7,353-87.4% | $3,952-76.6% |
| Admin fee / account holder | $711 | $6,934-89.7% | $10,802-93.4% | $6,261-88.6% |