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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 | $28,535 | $135,956-79.0% | $123,894-77.0% | $273,972-89.6% |
| Participation rate | 59.1% | 84.1%-25.0pp | 81.4%-22.3pp | 83.0%-23.9pp |
| Annual return | 3.27% | 56.63%-53.4pp | 47.52%-44.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $894 | $5,170-82.7% | $4,617-80.6% | $4,869-81.6% |
| Participant deferral / active EE | $1,748 | $6,343-72.4% | $5,984-70.8% | $5,287-66.9% |
| Admin fee / account holder | $7,670 | $9,817-21.9% | $8,357-8.2% | $10,133-24.3% |