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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 | $76,455 | $100,970-24.3% | $96,576-20.8% | $137,256-44.3% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 12.25% | 38.16%-25.9pp | 38.47%-26.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $103 | $3,809-97.3% | $3,553-97.1% | $4,156-97.5% |
| Participant deferral / active EE | $853 | $8,286-89.7% | $7,956-89.3% | $6,407-86.7% |
| Admin fee / account holder | $3,409 | $11,312-69.9% | $11,381-70.0% | $12,270-72.2% |