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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 | $19,145 | $115,225-83.4% | $100,712-81.0% | $138,895-86.2% |
| Participation rate | 31.8% | 74.3%-42.5pp | 69.3%-37.5pp | 79.9%-48.1pp |
| Annual return | 9.35% | 40.35%-31.0pp | 33.27%-23.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $691 | $2,771-75.1% | $2,313-70.1% | $4,194-83.5% |
| Participant deferral / active EE | $973 | $4,699-79.3% | $4,085-76.2% | $6,396-84.8% |
| Admin fee / account holder | $605 | $10,844-94.4% | $9,256-93.5% | $12,562-95.2% |