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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 | $28,237 | $150,435-81.2% | $120,580-76.6% | $145,897-80.6% |
| Participation rate | 57.1% | 78.8%-21.7pp | 72.0%-14.8pp | 80.3%-23.2pp |
| Annual return | 8.23% | 154.60%-146.4pp | 107.48%-99.2pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,608 | $4,352-63.0% | $3,469-53.6% | $4,663-65.5% |
| Participant deferral / active EE | $479 | $6,174-92.2% | $4,995-90.4% | $6,689-92.8% |
| Admin fee / account holder | $3,416 | $12,182-72.0% | $9,418-63.7% | $13,390-74.5% |