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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 | $44,391 | $85,004-47.8% | $76,284-41.8% | $145,959-69.6% |
| Participation rate | 55.6% | 82.9%-27.3pp | 79.2%-23.7pp | 80.3%-24.7pp |
| Annual return | 9.15% | 13.11%-4.0pp | 13.77%-4.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,987 | $5,265-62.3% | $4,585-56.7% | $4,661-57.4% |
| Participant deferral / active EE | $710 | $6,390-88.9% | $5,478-87.0% | $6,689-89.4% |
| Admin fee / account holder | $1,299 | $5,760-77.4% | $5,131-74.7% | $13,398-90.3% |