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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 | $27,113 | $110,379-75.4% | $102,412-73.5% | $145,884-81.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.32% | 24.84%-18.5pp | 24.94%-18.6pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,121 | $4,216-73.4% | $3,870-71.0% | $4,662-76.0% |
| Participant deferral / active EE | $1,337 | $5,622-76.2% | $5,060-73.6% | $6,690-80.0% |
| Admin fee / account holder | $942 | $9,745-90.3% | $8,388-88.8% | $13,392-93.0% |