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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 | $23,192 | $108,897-78.7% | $100,378-76.9% | $145,877-84.1% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 6.34% | 58.17%-51.8pp | 49.41%-43.1pp | 551.28%-544.9pp |
| Employer contribution / active EE | $617 | $4,420-86.0% | $3,942-84.4% | $4,663-86.8% |
| Participant deferral / active EE | $1,079 | $8,455-87.2% | $8,087-86.7% | $6,691-83.9% |
| Admin fee / account holder | $625 | $9,690-93.6% | $7,899-92.1% | $13,402-95.3% |