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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 | $55,959 | $96,419-42.0% | $80,648-30.6% | $139,487-59.9% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 6.86% | 1352.86%-1346.0pp | 937.21%-930.4pp | 373.84%-367.0pp |
| Employer contribution / active EE | $477 | $3,261-85.4% | $2,724-82.5% | $4,755-90.0% |
| Participant deferral / active EE | $742 | $5,225-85.8% | $4,443-83.3% | $6,713-88.9% |
| Admin fee / account holder | $373 | $6,605-94.4% | $5,382-93.1% | $11,407-96.7% |