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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 | $46,875 | $115,810-59.5% | $101,271-53.7% | $158,966-70.5% |
| Participation rate | 42.1% | 79.4%-37.3pp | 75.8%-33.7pp | 82.0%-39.9pp |
| Annual return | 6.32% | 56.15%-49.8pp | 46.48%-40.2pp | 302.95%-296.6pp |
| Employer contribution / active EE | $842 | $4,175-79.8% | $3,660-77.0% | $4,762-82.3% |
| Participant deferral / active EE | $1,306 | $4,958-73.7% | $4,371-70.1% | $5,983-78.2% |
| Admin fee / account holder | $3,914 | $7,248-46.0% | $5,948-34.2% | $11,250-65.2% |