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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 | $56,947 | $104,664-45.6% | $85,693-33.5% | $167,518-66.0% |
| Participation rate | 58.3% | 76.4%-18.0pp | 69.9%-11.5pp | 82.1%-23.8pp |
| Annual return | 8.39% | 21.45%-13.1pp | 21.49%-13.1pp | 478.71%-470.3pp |
| Employer contribution / active EE | $527 | $3,337-84.2% | $2,618-79.9% | $4,838-89.1% |
| Participant deferral / active EE | $137 | $4,824-97.2% | $3,923-96.5% | $6,342-97.8% |
| Admin fee / account holder | $2,000 | $10,032-80.1% | $6,874-70.9% | $12,312-83.8% |