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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 | $25,578 | $73,532-65.2% | $178,505-85.7% | $74,478-65.7% |
| Participation rate | 51.4% | 66.6%-15.2pp | 77.1%-25.7pp | 67.2%-15.8pp |
| Annual return | 8.19% | 17.49%-9.3pp | 27.16%-19.0pp | 1370.56%-1362.4pp |
| Employer contribution / active EE | $869 | $2,221-60.9% | $3,955-78.0% | $2,626-66.9% |
| Participant deferral / active EE | $1,217 | $4,519-73.1% | $6,280-80.6% | $4,350-72.0% |
| Admin fee / account holder | $1,869 | $1,813+3.1% | $10,428-82.1% | $1,946-3.9% |