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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 | $29,735 | $108,911-72.7% | $100,392-70.4% | $145,884-79.6% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 9.63% | 58.23%-48.6pp | 49.45%-39.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $392 | $4,420-91.1% | $3,941-90.0% | $4,662-91.6% |
| Participant deferral / active EE | $1,340 | $8,459-84.2% | $8,090-83.4% | $6,690-80.0% |
| Admin fee / account holder | $1,042 | $9,698-89.3% | $7,904-86.8% | $13,392-92.2% |