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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 | $51,377 | $57,330-10.4% | $86,656-40.7% | $75,177-31.7% |
| Participation rate | 16.7% | 63.2%-46.5pp | 71.7%-55.0pp | 67.2%-50.5pp |
| Annual return | 10.56% | 2675.40%-2664.8pp | 593.09%-582.5pp | 160.75%-150.2pp |
| Employer contribution / active EE | $886 | $2,316-61.7% | $3,025-70.7% | $2,671-66.8% |
| Participant deferral / active EE | $350 | $3,320-89.5% | $4,439-92.1% | $4,126-91.5% |
| Admin fee / account holder | $331 | $4,115-92.0% | $5,619-94.1% | $5,651-94.1% |