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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 | $59,425 | $68,398-13.1% | $94,664-37.2% | $75,173-20.9% |
| Participation rate | 40.0% | 76.1%-36.1pp | 80.8%-40.8pp | 67.2%-27.2pp |
| Annual return | 10.46% | 616.72%-606.3pp | 156.84%-146.4pp | 160.72%-150.3pp |
| Employer contribution / active EE | $927 | $2,701-65.7% | $3,673-74.8% | $2,671-65.3% |
| Participant deferral / active EE | $2,083 | $6,537-68.1% | $7,417-71.9% | $4,126-49.5% |
| Admin fee / account holder | $11,447 | $5,324+115.0% | $7,222+58.5% | $5,651+102.6% |