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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 | $32,144 | $93,589-65.7% | $135,942-76.4% | $75,181-57.2% |
| Participation rate | 56.1% | 75.2%-19.1pp | 81.9%-25.8pp | 67.2%-11.1pp |
| Annual return | 15.06% | 30.90%-15.8pp | 68.28%-53.2pp | 160.69%-145.6pp |
| Employer contribution / active EE | $1,213 | $3,537-65.7% | $4,858-75.0% | $2,671-54.6% |
| Participant deferral / active EE | $2,214 | $6,405-65.4% | $7,759-71.5% | $4,126-46.3% |
| Admin fee / account holder | $995 | $6,977-85.7% | $10,764-90.8% | $5,650-82.4% |