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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 | $58,208 | $149,679-61.1% | $117,039-50.3% | $147,586-60.6% |
| Participation rate | 41.7% | 83.5%-41.8pp | 77.2%-35.5pp | 82.8%-41.2pp |
| Annual return | 7.36% | 19.31%-12.0pp | 18.95%-11.6pp | 578.59%-571.2pp |
| Employer contribution / active EE | $2,838 | $4,937-42.5% | $3,785-25.0% | $4,876-41.8% |
| Participant deferral / active EE | $710 | $4,912-85.5% | $3,929-81.9% | $5,439-86.9% |
| Admin fee / account holder | $1,421 | $7,856-81.9% | $5,974-76.2% | $10,886-86.9% |