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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 | $31,905 | $107,809-70.4% | $97,032-67.1% | $155,188-79.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 71.6%-31.6pp | 80.8%-40.8pp |
| Annual return | 6.24% | 38.06%-31.8pp | 35.38%-29.1pp | 148.84%-142.6pp |
| Employer contribution / active EE | $525 | $2,911-82.0% | $2,629-80.0% | $4,248-87.6% |
| Participant deferral / active EE | $567 | $5,129-88.9% | $4,672-87.9% | $6,531-91.3% |
| Admin fee / account holder | $2,007 | $10,717-81.3% | $9,418-78.7% | $14,480-86.1% |