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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 | $57,120 | $104,694-45.4% | $85,709-33.4% | $167,536-65.9% |
| Participation rate | 14.3% | 76.4%-62.1pp | 69.9%-55.6pp | 82.1%-67.8pp |
| Annual return | 8.42% | 21.45%-13.0pp | 21.49%-13.1pp | 478.82%-470.4pp |
| Employer contribution / active EE | $549 | $3,337-83.5% | $2,619-79.0% | $4,839-88.6% |
| Participant deferral / active EE | $714 | $4,826-85.2% | $3,924-81.8% | $6,342-88.7% |
| Admin fee / account holder | $1,786 | $10,035-82.2% | $6,876-74.0% | $12,315-85.5% |