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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 | $56,838 | $111,535-49.0% | $105,223-46.0% | $137,256-58.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 11.42% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $861 | $3,939-78.1% | $3,689-76.6% | $4,156-79.3% |
| Participant deferral / active EE | $872 | $5,500-84.2% | $5,072-82.8% | $6,407-86.4% |
| Admin fee / account holder | $1,431 | $9,721-85.3% | $8,859-83.8% | $12,270-88.3% |