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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 | $42,858 | $48,314-11.3% | $67,561-36.6% | $80,925-47.0% |
| Participation rate | 25.9% | 66.4%-40.5pp | 72.9%-47.0pp | 67.7%-41.8pp |
| Annual return | 9.40% | 18.28%-8.9pp | 3525.44%-3516.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $476 | $2,022-76.4% | $2,735-82.6% | $2,756-82.7% |
| Participant deferral / active EE | $707 | $2,927-75.8% | $4,003-82.3% | $4,299-83.5% |
| Admin fee / account holder | $2,317 | $3,690-37.2% | $4,006-42.1% | $6,940-66.6% |