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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 | $48,585 | $107,363-54.7% | $92,909-47.7% | $152,897-68.2% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.5%-26.2pp |
| Annual return | 6.04% | 145.63%-139.6pp | 109.44%-103.4pp | 345.43%-339.4pp |
| Employer contribution / active EE | $1,201 | $4,222-71.6% | $3,653-67.1% | $4,764-74.8% |
| Participant deferral / active EE | $625 | $4,848-87.1% | $4,238-85.3% | $5,851-89.3% |
| Admin fee / account holder | $5,052 | $7,082-28.7% | $5,795-12.8% | $11,599-56.4% |