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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 | $69,621 | $114,013-38.9% | $103,693-32.9% | $155,188-55.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 2.27% | 49.31%-47.0pp | 47.61%-45.3pp | 148.84%-146.6pp |
| Employer contribution / active EE | $320 | $3,131-89.8% | $2,920-89.1% | $4,248-92.5% |
| Participant deferral / active EE | $338 | $4,970-93.2% | $4,579-92.6% | $6,531-94.8% |
| Admin fee / account holder | $900 | $8,407-89.3% | $7,858-88.5% | $14,480-93.8% |