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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 | $41,280 | $85,766-51.9% | $136,298-69.7% | $70,126-41.1% |
| Participation rate | 67.2% | 74.2%-7.0pp | 81.9%-14.8pp | 69.5%-2.4pp |
| Annual return | 12.00% | 31.46%-19.5pp | 5156.27%-5144.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $619 | $2,966-79.1% | $4,696-86.8% | $2,343-73.6% |
| Participant deferral / active EE | $1,931 | $5,051-61.8% | $6,247-69.1% | $3,332-42.0% |
| Admin fee / account holder | $1,410 | $5,421-74.0% | $9,244-84.7% | $4,645-69.7% |