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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 | $107,666-15.9% | $102,184-11.4% | $154,746-41.5% |
| Participation rate | 15.4% | 83.7%-68.3pp | 82.6%-67.2pp | 80.7%-65.3pp |
| Annual return | 3.58% | 29.33%-25.7pp | 31.58%-28.0pp | 172.34%-168.8pp |
| Employer contribution / active EE | $224 | $3,846-94.2% | $3,594-93.8% | $4,379-94.9% |
| Participant deferral / active EE | $559 | $8,719-93.6% | $8,309-93.3% | $6,730-91.7% |
| Admin fee / account holder | $580 | $12,943-95.5% | $11,609-95.0% | $14,365-96.0% |