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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 | $51,221 | $88,996-42.4% | $78,004-34.3% | $138,895-63.1% |
| Participation rate | 35.0% | 74.4%-39.4pp | 69.4%-34.4pp | 79.9%-44.9pp |
| Annual return | 6.46% | 28.03%-21.6pp | 31.07%-24.6pp | 145.39%-138.9pp |
| Employer contribution / active EE | $717 | $2,917-75.4% | $2,469-71.0% | $4,194-82.9% |
| Participant deferral / active EE | $945 | $4,724-80.0% | $4,092-76.9% | $6,396-85.2% |
| Admin fee / account holder | $550 | $8,807-93.8% | $7,578-92.7% | $12,562-95.6% |