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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 | $40,382 | $86,294-53.2% | $111,303-63.7% | $85,856-53.0% |
| Participation rate | 50.8% | 73.3%-22.5pp | 77.3%-26.5pp | 69.3%-18.5pp |
| Annual return | 10.58% | 19.99%-9.4pp | 54.66%-44.1pp | 318.58%-308.0pp |
| Employer contribution / active EE | $809 | $2,043-60.4% | $2,731-70.4% | $2,565-68.5% |
| Participant deferral / active EE | $1,263 | $3,641-65.3% | $4,487-71.8% | $3,952-68.0% |
| Admin fee / account holder | $3,927 | $8,189-52.0% | $7,966-50.7% | $6,261-37.3% |