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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 | $41,037 | $124,330-67.0% | $109,173-62.4% | $167,536-75.5% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 8.48% | 26.04%-17.6pp | 25.75%-17.3pp | 478.82%-470.3pp |
| Employer contribution / active EE | $798 | $4,209-81.1% | $3,723-78.6% | $4,839-83.5% |
| Participant deferral / active EE | $931 | $5,256-82.3% | $4,654-80.0% | $6,342-85.3% |
| Admin fee / account holder | $598 | $7,974-92.5% | $6,755-91.1% | $12,315-95.1% |