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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 | $43,901 | $100,970-56.5% | $96,576-54.5% | $137,256-68.0% |
| Participation rate | 27.3% | 82.6%-55.3pp | 81.4%-54.2pp | 80.0%-52.7pp |
| Annual return | 8.99% | 38.16%-29.2pp | 38.47%-29.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $676 | $3,809-82.3% | $3,553-81.0% | $4,156-83.7% |
| Participant deferral / active EE | $1,169 | $8,286-85.9% | $7,956-85.3% | $6,407-81.8% |
| Admin fee / account holder | $1,867 | $11,312-83.5% | $11,381-83.6% | $12,270-84.8% |