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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 | $45,739 | $127,790-64.2% | $106,554-57.1% | $167,553-72.7% |
| Participation rate | 57.1% | 78.3%-21.1pp | 76.1%-19.0pp | 82.1%-25.0pp |
| Annual return | 3.05% | 33.88%-30.8pp | 26.80%-23.8pp | 478.89%-475.8pp |
| Employer contribution / active EE | $1,031 | $3,427-69.9% | $2,819-63.4% | $4,840-78.7% |
| Participant deferral / active EE | $293 | $5,088-94.2% | $4,398-93.3% | $6,343-95.4% |
| Admin fee / account holder | $819 | $11,231-92.7% | $7,408-88.9% | $12,316-93.3% |