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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 | $42,050 | $68,878-38.9% | $120,574-65.1% | $80,935-48.0% |
| Participation rate | 50.0% | 61.7%-11.7pp | 71.9%-21.9pp | 67.7%-17.7pp |
| Annual return | 9.41% | 23.67%-14.3pp | 107.42%-98.0pp | 35.66%-26.3pp |
| Employer contribution / active EE | $567 | $2,065-72.5% | $3,471-83.7% | $2,757-79.4% |
| Participant deferral / active EE | $948 | $3,189-70.3% | $4,996-81.0% | $4,299-77.9% |
| Admin fee / account holder | $582 | $5,782-89.9% | $9,445-93.8% | $6,924-91.6% |