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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 | $59,987 | $135,956-55.9% | $123,894-51.6% | $273,972-78.1% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 3.32% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.1pp |
| Employer contribution / active EE | $989 | $5,170-80.9% | $4,617-78.6% | $4,869-79.7% |
| Participant deferral / active EE | $1,308 | $6,343-79.4% | $5,984-78.1% | $5,287-75.3% |
| Admin fee / account holder | $1,841 | $9,817-81.2% | $8,357-78.0% | $10,133-81.8% |