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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 | $67,597 | $67,6020% | $82,312-17.9% | $70,126-3.6% |
| Participation rate | 46.3% | 72.8%-26.5pp | 76.9%-30.6pp | 69.5%-23.3pp |
| Annual return | 9.37% | 21.57%-12.2pp | 25.88%-16.5pp | 73.15%-63.8pp |
| Employer contribution / active EE | $417 | $1,755-76.3% | $2,428-82.8% | $2,343-82.2% |
| Participant deferral / active EE | $1,124 | $2,987-62.4% | $3,706-69.7% | $3,332-66.3% |
| Admin fee / account holder | $980 | $4,512-78.3% | $5,608-82.5% | $4,645-78.9% |