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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 | $44,250 | $172,111-74.3% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 5.32% | 69.37%-64.1pp | 62.79%-57.5pp | 220.34%-215.0pp |
| Employer contribution / active EE | $919 | $4,636-80.2% | $4,154-77.9% | $4,156-77.9% |
| Participant deferral / active EE | $929 | $6,166-84.9% | $5,453-83.0% | $6,407-85.5% |
| Admin fee / account holder | $10,124 | $16,471-38.5% | $14,116-28.3% | $12,270-17.5% |