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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 | $31,613 | $98,776-68.0% | $149,745-78.9% | $79,856-60.4% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.1pp |
| Annual return | 5.19% | 27.38%-22.2pp | 276.72%-271.5pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,400 | $3,217-56.5% | $4,646-69.9% | $2,471-43.3% |
| Participant deferral / active EE | $2,326 | $5,681-59.1% | $6,843-66.0% | $3,741-37.8% |
| Admin fee / account holder | $821 | $6,053-86.4% | $9,312-91.2% | $5,306-84.5% |