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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 | $32,176 | $100,125-67.9% | $81,482-60.5% | $145,978-78.0% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.5%-4.5pp | 80.3%-15.3pp |
| Annual return | 5.92% | 34.44%-28.5pp | 24.79%-18.9pp | 550.52%-544.6pp |
| Employer contribution / active EE | $615 | $2,977-79.4% | $2,463-75.1% | $4,662-86.8% |
| Participant deferral / active EE | $674 | $4,609-85.4% | $3,885-82.7% | $6,690-89.9% |
| Admin fee / account holder | $863 | $8,198-89.5% | $5,761-85.0% | $13,400-93.6% |