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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 | $61,430 | $60,139+2.1% | $90,461-32.1% | $79,856-23.1% |
| Participation rate | 17.9% | 65.0%-47.1pp | 72.7%-54.8pp | 69.6%-51.8pp |
| Annual return | 8.28% | 71.96%-63.7pp | 1294.76%-1286.5pp | 31.71%-23.4pp |
| Employer contribution / active EE | $525 | $2,069-74.6% | $3,264-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $595 | $2,939-79.8% | $3,964-85.0% | $3,741-84.1% |
| Admin fee / account holder | $4,538 | $3,978+14.1% | $5,617-19.2% | $5,306-14.5% |