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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 | $100,970-72.7% | $96,576-71.5% | $137,256-79.9% |
| Participation rate | 16.7% | 82.6%-65.9pp | 81.4%-64.8pp | 80.0%-63.3pp |
| Annual return | 9.69% | 38.16%-28.5pp | 38.47%-28.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $523 | $3,809-86.3% | $3,553-85.3% | $4,156-87.4% |
| Participant deferral / active EE | $523 | $8,286-93.7% | $7,956-93.4% | $6,407-91.8% |
| Admin fee / account holder | $1,833 | $11,312-83.8% | $11,381-83.9% | $12,270-85.1% |