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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 | $43,613 | $70,366-38.0% | $66,674-34.6% | $138,895-68.6% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 10.66% | 386.41%-375.8pp | 321.24%-310.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $462 | $2,765-83.3% | $2,620-82.4% | $4,194-89.0% |
| Participant deferral / active EE | $523 | $4,374-88.1% | $4,084-87.2% | $6,396-91.8% |
| Admin fee / account holder | $765 | $5,262-85.5% | $5,098-85.0% | $12,562-93.9% |