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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 | $47,469 | $48,314-1.7% | $67,561-29.7% | $80,925-41.3% |
| Participation rate | 32.9% | 66.4%-33.5pp | 72.9%-40.0pp | 67.7%-34.7pp |
| Annual return | 8.38% | 18.28%-9.9pp | 3525.44%-3517.1pp | 35.65%-27.3pp |
| Employer contribution / active EE | $589 | $2,022-70.8% | $2,735-78.4% | $2,756-78.6% |
| Participant deferral / active EE | $785 | $2,927-73.2% | $4,003-80.4% | $4,299-81.7% |
| Admin fee / account holder | $1,145 | $3,690-69.0% | $4,006-71.4% | $6,940-83.5% |