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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 | $18,229 | $102,245-82.2% | $89,340-79.6% | $137,256-86.7% |
| Participation rate | 36.4% | 74.9%-38.5pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 4.67% | 21.89%-17.2pp | 20.57%-15.9pp | 220.34%-215.7pp |
| Employer contribution / active EE | $140 | $2,529-94.4% | $2,231-93.7% | $4,156-96.6% |
| Participant deferral / active EE | $146 | $4,436-96.7% | $3,823-96.2% | $6,407-97.7% |
| Admin fee / account holder | $763 | $8,085-90.6% | $6,704-88.6% | $12,270-93.8% |