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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 | $90,527 | $100,970-10.3% | $96,576-6.3% | $137,256-34.0% |
| Participation rate | 15.4% | 82.6%-67.2pp | 81.4%-66.1pp | 80.0%-64.6pp |
| Annual return | 3.58% | 38.16%-34.6pp | 38.47%-34.9pp | 220.34%-216.8pp |
| Employer contribution / active EE | $224 | $3,809-94.1% | $3,553-93.7% | $4,156-94.6% |
| Participant deferral / active EE | $559 | $8,286-93.3% | $7,956-93.0% | $6,407-91.3% |
| Admin fee / account holder | $580 | $11,312-94.9% | $11,381-94.9% | $12,270-95.3% |