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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 | $23,520 | $111,814-79.0% | $103,374-77.2% | $145,959-83.9% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 7.02% | 24.77%-17.7pp | 24.89%-17.9pp | 561.95%-554.9pp |
| Employer contribution / active EE | $909 | $4,214-78.4% | $3,869-76.5% | $4,661-80.5% |
| Participant deferral / active EE | $1,374 | $5,618-75.5% | $5,058-72.8% | $6,689-79.5% |
| Admin fee / account holder | $1,941 | $9,754-80.1% | $8,394-76.9% | $13,398-85.5% |