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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 | $25,717 | $108,897-76.4% | $100,378-74.4% | $145,877-82.4% |
| Participation rate | 46.7% | 83.0%-36.3pp | 81.5%-34.8pp | 80.3%-33.6pp |
| Annual return | 6.95% | 58.17%-51.2pp | 49.41%-42.5pp | 551.28%-544.3pp |
| Employer contribution / active EE | $467 | $4,420-89.4% | $3,942-88.2% | $4,663-90.0% |
| Participant deferral / active EE | $75 | $8,455-99.1% | $8,087-99.1% | $6,691-98.9% |
| Admin fee / account holder | $7,883 | $9,690-18.6% | $7,899-0.2% | $13,402-41.2% |