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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 | $33,065 | $99,875-66.9% | $146,866-77.5% | $86,983-62.0% |
| Participation rate | 60.3% | 75.8%-15.5pp | 82.5%-22.2pp | 69.5%-9.2pp |
| Annual return | 12.33% | 28.10%-15.8pp | 102.85%-90.5pp | 25.83%-13.5pp |
| Employer contribution / active EE | $406 | $3,224-87.4% | $4,425-90.8% | $2,584-84.3% |
| Participant deferral / active EE | $1,179 | $6,322-81.4% | $7,759-84.8% | $4,194-71.9% |
| Admin fee / account holder | $10,605 | $7,838+35.3% | $13,620-22.1% | $7,856+35.0% |