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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 | $20,228 | $112,935-82.1% | $90,970-77.8% | $158,966-87.3% |
| Participation rate | 46.7% | 74.7%-28.1pp | 69.0%-22.3pp | 82.0%-35.3pp |
| Annual return | 4.13% | 215.79%-211.7pp | 134.58%-130.5pp | 302.95%-298.8pp |
| Employer contribution / active EE | $550 | $2,895-81.0% | $2,122-74.1% | $4,762-88.4% |
| Participant deferral / active EE | $417 | $4,129-89.9% | $3,373-87.6% | $5,983-93.0% |
| Admin fee / account holder | $1,818 | $8,045-77.4% | $5,960-69.5% | $11,250-83.8% |