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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 | $111,535-82.7% | $105,223-81.7% | $137,256-86.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 6.97% | 237.85%-230.9pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $933 | $3,939-76.3% | $3,689-74.7% | $4,156-77.6% |
| Participant deferral / active EE | $1,279 | $5,500-76.8% | $5,072-74.8% | $6,407-80.0% |
| Admin fee / account holder | $8,347 | $9,721-14.1% | $8,859-5.8% | $12,270-32.0% |