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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 | $61,103 | $136,860-55.4% | $120,344-49.2% | $154,746-60.5% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 5.97% | 21.38%-15.4pp | 20.30%-14.3pp | 172.34%-166.4pp |
| Employer contribution / active EE | $883 | $3,533-75.0% | $3,020-70.8% | $4,379-79.8% |
| Participant deferral / active EE | $1,321 | $5,793-77.2% | $5,135-74.3% | $6,730-80.4% |
| Admin fee / account holder | $1,520 | $15,393-90.1% | $12,742-88.1% | $14,365-89.4% |