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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 | $16,907 | $100,970-83.3% | $96,576-82.5% | $137,256-87.7% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 9.76% | 38.16%-28.4pp | 38.47%-28.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $704 | $3,809-81.5% | $3,553-80.2% | $4,156-83.1% |
| Participant deferral / active EE | $1,496 | $8,286-81.9% | $7,956-81.2% | $6,407-76.6% |
| Admin fee / account holder | $6,539 | $11,312-42.2% | $11,381-42.5% | $12,270-46.7% |