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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 | $58,946 | $136,860-56.9% | $120,344-51.0% | $154,746-61.9% |
| Participation rate | 35.3% | 79.9%-44.6pp | 76.7%-41.4pp | 80.7%-45.4pp |
| Annual return | 7.45% | 21.38%-13.9pp | 20.30%-12.9pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,668 | $3,533-52.8% | $3,020-44.8% | $4,379-61.9% |
| Participant deferral / active EE | $1,667 | $5,793-71.2% | $5,135-67.5% | $6,730-75.2% |
| Admin fee / account holder | $455 | $15,393-97.0% | $12,742-96.4% | $14,365-96.8% |