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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 | $63,915 | $63,346+0.9% | $92,240-30.7% | $70,126-8.9% |
| Participation rate | 44.0% | 68.7%-24.7pp | 76.5%-32.5pp | 69.5%-25.5pp |
| Annual return | 10.46% | 530.19%-519.7pp | 176.29%-165.8pp | 73.15%-62.7pp |
| Employer contribution / active EE | $686 | $2,471-72.2% | $3,680-81.4% | $2,343-70.7% |
| Participant deferral / active EE | $856 | $2,854-70.0% | $3,897-78.0% | $3,332-74.3% |
| Admin fee / account holder | $4,004 | $3,841+4.3% | $5,194-22.9% | $4,645-13.8% |