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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 | $46,351 | $53,837-13.9% | $75,714-38.8% | $85,847-46.0% |
| Participation rate | 30.1% | 69.1%-38.9pp | 74.8%-44.7pp | 69.3%-39.2pp |
| Annual return | 11.16% | 24.54%-13.4pp | 104.62%-93.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $427 | $2,017-78.8% | $2,744-84.4% | $2,565-83.3% |
| Participant deferral / active EE | $670 | $2,895-76.9% | $3,820-82.5% | $3,952-83.1% |
| Admin fee / account holder | $975 | $3,339-70.8% | $3,619-73.1% | $6,261-84.4% |