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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 | $32,122 | $68,394-53.0% | $94,672-66.1% | $75,177-57.3% |
| Participation rate | 47.1% | 76.1%-29.0pp | 80.8%-33.8pp | 67.2%-20.1pp |
| Annual return | 13.19% | 616.92%-603.7pp | 156.89%-143.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $968 | $2,701-64.2% | $3,673-73.7% | $2,671-63.8% |
| Participant deferral / active EE | $1,641 | $6,536-74.9% | $7,417-77.9% | $4,126-60.2% |
| Admin fee / account holder | $4,729 | $5,326-11.2% | $7,222-34.5% | $5,651-16.3% |