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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 | $49,262 | $110,379-55.4% | $102,412-51.9% | $145,884-66.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 6.56% | 24.84%-18.3pp | 24.94%-18.4pp | 551.85%-545.3pp |
| Employer contribution / active EE | $990 | $4,216-76.5% | $3,870-74.4% | $4,662-78.8% |
| Participant deferral / active EE | $1,201 | $5,622-78.6% | $5,060-76.3% | $6,690-82.0% |
| Admin fee / account holder | $2,106 | $9,745-78.4% | $8,388-74.9% | $13,392-84.3% |