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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 | $33,137 | $124,425-73.4% | $112,040-70.4% | $137,256-75.9% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 6.10% | 24.72%-18.6pp | 24.52%-18.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $849 | $3,411-75.1% | $2,954-71.3% | $4,156-79.6% |
| Participant deferral / active EE | $1,499 | $5,718-73.8% | $5,098-70.6% | $6,407-76.6% |
| Admin fee / account holder | $15,205 | $15,2070% | $12,098+25.7% | $12,270+23.9% |