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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 | $43,317 | $114,013-62.0% | $103,693-58.2% | $155,188-72.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 1.01% | 49.31%-48.3pp | 47.61%-46.6pp | 148.84%-147.8pp |
| Employer contribution / active EE | $930 | $3,131-70.3% | $2,920-68.2% | $4,248-78.1% |
| Participant deferral / active EE | $1,074 | $4,970-78.4% | $4,579-76.5% | $6,531-83.6% |
| Admin fee / account holder | $395 | $8,407-95.3% | $7,858-95.0% | $14,480-97.3% |