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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 | $66,050 | $124,980-47.2% | $108,359-39.0% | $154,746-57.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 7.52% | 45.00%-37.5pp | 36.89%-29.4pp | 172.34%-164.8pp |
| Employer contribution / active EE | $530 | $2,851-81.4% | $2,399-77.9% | $4,379-87.9% |
| Participant deferral / active EE | $530 | $4,743-88.8% | $4,137-87.2% | $6,730-92.1% |
| Admin fee / account holder | $1,434 | $11,502-87.5% | $9,741-85.3% | $14,365-90.0% |