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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 | $27,539 | $107,666-74.4% | $102,184-73.1% | $154,746-82.2% |
| Participation rate | 16.7% | 83.7%-67.1pp | 82.6%-65.9pp | 80.7%-64.0pp |
| Annual return | 9.69% | 29.33%-19.6pp | 31.58%-21.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $523 | $3,846-86.4% | $3,594-85.5% | $4,379-88.1% |
| Participant deferral / active EE | $523 | $8,719-94.0% | $8,309-93.7% | $6,730-92.2% |
| Admin fee / account holder | $1,833 | $12,943-85.8% | $11,609-84.2% | $14,365-87.2% |