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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 | $30,625 | $108,897-71.9% | $100,378-69.5% | $145,877-79.0% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 9.10% | 58.17%-49.1pp | 49.41%-40.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $850 | $4,420-80.8% | $3,942-78.4% | $4,663-81.8% |
| Participant deferral / active EE | $1,162 | $8,455-86.3% | $8,087-85.6% | $6,691-82.6% |
| Admin fee / account holder | $669 | $9,690-93.1% | $7,899-91.5% | $13,402-95.0% |