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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 | $29,188 | $108,911-73.2% | $100,392-70.9% | $145,884-80.0% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 6.01% | 58.23%-52.2pp | 49.45%-43.4pp | 551.85%-545.8pp |
| Employer contribution / active EE | $912 | $4,420-79.4% | $3,941-76.9% | $4,662-80.4% |
| Participant deferral / active EE | $1,937 | $8,459-77.1% | $8,090-76.1% | $6,690-71.0% |
| Admin fee / account holder | $7,260 | $9,698-25.1% | $7,904-8.2% | $13,392-45.8% |