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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 | $41,670 | $44,984-7.4% | $85,009-51.0% | $74,546-44.1% |
| Participation rate | 17.2% | 49.4%-32.2pp | 67.5%-50.3pp | 67.2%-50.0pp |
| Annual return | 6.54% | 26.25%-19.7pp | 66.47%-59.9pp | 1366.03%-1359.5pp |
| Employer contribution / active EE | $208 | $1,458-85.8% | $2,728-92.4% | $2,624-92.1% |
| Participant deferral / active EE | $353 | $2,733-87.1% | $4,522-92.2% | $4,347-91.9% |
| Admin fee / account holder | $949 | $2,208-57.0% | $6,153-84.6% | $1,944-51.2% |