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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 | $50,175 | $68,412-26.7% | $94,679-47.0% | $75,181-33.3% |
| Participation rate | 53.3% | 76.1%-22.7pp | 80.8%-27.5pp | 67.2%-13.9pp |
| Annual return | 13.31% | 616.91%-603.6pp | 156.75%-143.4pp | 160.69%-147.4pp |
| Employer contribution / active EE | $1,036 | $2,701-61.6% | $3,673-71.8% | $2,671-61.2% |
| Participant deferral / active EE | $2,502 | $6,537-61.7% | $7,417-66.3% | $4,126-39.4% |
| Admin fee / account holder | $4,588 | $5,326-13.8% | $7,233-36.6% | $5,650-18.8% |