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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 | $102,609-57.2% | $98,090-55.2% | $138,895-68.4% |
| Participation rate | 27.3% | 82.8%-55.5pp | 81.5%-54.3pp | 79.9%-52.6pp |
| Annual return | 8.99% | 36.44%-27.5pp | 37.05%-28.1pp | 145.39%-136.4pp |
| Employer contribution / active EE | $676 | $3,867-82.5% | $3,606-81.3% | $4,194-83.9% |
| Participant deferral / active EE | $1,169 | $8,167-85.7% | $7,845-85.1% | $6,396-81.7% |
| Admin fee / account holder | $1,867 | $11,434-83.7% | $11,815-84.2% | $12,562-85.1% |