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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 | $33,296 | $88,710-62.5% | $81,783-59.3% | $145,959-77.2% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.4%-19.0pp | 80.3%-27.0pp |
| Annual return | 8.76% | 1027.26%-1018.5pp | 775.05%-766.3pp | 561.95%-553.2pp |
| Employer contribution / active EE | $515 | $3,083-83.3% | $2,913-82.3% | $4,661-89.0% |
| Participant deferral / active EE | $545 | $4,645-88.3% | $4,320-87.4% | $6,689-91.8% |
| Admin fee / account holder | $3,215 | $8,407-61.8% | $7,380-56.4% | $13,398-76.0% |