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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 | $88,754-62.5% | $81,820-59.3% | $145,877-77.2% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 8.76% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $515 | $3,085-83.3% | $2,915-82.3% | $4,663-89.0% |
| Participant deferral / active EE | $545 | $4,648-88.3% | $4,323-87.4% | $6,691-91.9% |
| Admin fee / account holder | $3,215 | $8,424-61.8% | $7,391-56.5% | $13,402-76.0% |