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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 | $82,983 | $135,956-39.0% | $123,894-33.0% | $273,972-69.7% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 3.32% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.1pp |
| Employer contribution / active EE | $847 | $5,170-83.6% | $4,617-81.7% | $4,869-82.6% |
| Participant deferral / active EE | $1,670 | $6,343-73.7% | $5,984-72.1% | $5,287-68.4% |
| Admin fee / account holder | $2,379 | $9,817-75.8% | $8,357-71.5% | $10,133-76.5% |