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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 | $62,602 | $102,595-39.0% | $94,057-33.4% | $154,746-59.5% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 2.30% | 583.42%-581.1pp | 480.62%-478.3pp | 172.34%-170.0pp |
| Employer contribution / active EE | $656 | $3,147-79.2% | $2,933-77.6% | $4,379-85.0% |
| Participant deferral / active EE | $936 | $5,118-81.7% | $4,709-80.1% | $6,730-86.1% |
| Admin fee / account holder | $1,978 | $7,736-74.4% | $7,244-72.7% | $14,365-86.2% |