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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 | $28,409 | $99,345-71.4% | $84,753-66.5% | $273,972-89.6% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 1.79% | 22.93%-21.1pp | 22.78%-21.0pp | 41.46%-39.7pp |
| Employer contribution / active EE | $757 | $4,214-82.0% | $3,574-78.8% | $4,869-84.5% |
| Participant deferral / active EE | $828 | $4,270-80.6% | $3,712-77.7% | $5,287-84.3% |
| Admin fee / account holder | $444 | $6,645-93.3% | $5,333-91.7% | $10,133-95.6% |