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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 | $38,368 | $85,766-55.3% | $136,298-71.9% | $70,126-45.3% |
| Participation rate | 51.3% | 74.2%-22.9pp | 81.9%-30.6pp | 69.5%-18.3pp |
| Annual return | 13.25% | 31.46%-18.2pp | 5156.27%-5143.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,857 | $2,966-37.4% | $4,696-60.5% | $2,343-20.7% |
| Participant deferral / active EE | $1,350 | $5,051-73.3% | $6,247-78.4% | $3,332-59.5% |
| Admin fee / account holder | $1,331 | $5,421-75.4% | $9,244-85.6% | $4,645-71.3% |