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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 | $40,011 | $117,895-66.1% | $102,460-60.9% | $145,897-72.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.61% | 31.92%-25.3pp | 29.47%-22.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,109 | $3,619-69.4% | $3,025-63.4% | $4,663-76.2% |
| Participant deferral / active EE | $1,657 | $5,736-71.1% | $5,056-67.2% | $6,689-75.2% |
| Admin fee / account holder | $1,152 | $13,353-91.4% | $9,460-87.8% | $13,390-91.4% |