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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 | $19,280 | $134,817-85.7% | $123,973-84.4% | $155,188-87.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 6.97% | 515.49%-508.5pp | 388.13%-381.2pp | 148.84%-141.9pp |
| Employer contribution / active EE | $933 | $4,425-78.9% | $4,126-77.4% | $4,248-78.0% |
| Participant deferral / active EE | $1,279 | $5,706-77.6% | $5,247-75.6% | $6,531-80.4% |
| Admin fee / account holder | $8,347 | $13,245-37.0% | $11,799-29.3% | $14,480-42.4% |