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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 | $108,882-70.7% | $96,754-67.0% | $154,746-79.4% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 6.24% | 98.39%-92.1pp | 82.04%-75.8pp | 172.34%-166.1pp |
| Employer contribution / active EE | $525 | $3,018-82.6% | $2,679-80.4% | $4,379-88.0% |
| Participant deferral / active EE | $567 | $5,323-89.3% | $4,758-88.1% | $6,730-91.6% |
| Admin fee / account holder | $2,007 | $10,200-80.3% | $8,905-77.5% | $14,365-86.0% |