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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 | $108,942-78.7% | $100,415-76.9% | $145,897-84.1% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 6.34% | 58.27%-51.9pp | 49.47%-43.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $617 | $4,422-86.1% | $3,943-84.4% | $4,663-86.8% |
| Participant deferral / active EE | $1,079 | $8,461-87.2% | $8,091-86.7% | $6,689-83.9% |
| Admin fee / account holder | $625 | $9,702-93.6% | $7,906-92.1% | $13,390-95.3% |