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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 | $86,713 | $112,729-23.1% | $98,716-12.2% | $137,256-36.8% |
| Participation rate | 41.2% | 74.2%-33.1pp | 69.3%-28.1pp | 80.0%-38.8pp |
| Annual return | 6.55% | 38.48%-31.9pp | 31.81%-25.3pp | 220.34%-213.8pp |
| Employer contribution / active EE | $723 | $2,725-73.5% | $2,279-68.3% | $4,156-82.6% |
| Participant deferral / active EE | $1,039 | $4,640-77.6% | $4,048-74.3% | $6,407-83.8% |
| Admin fee / account holder | $1,859 | $10,129-81.6% | $8,703-78.6% | $12,270-84.9% |