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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 | $14,844 | $181,062-91.8% | $158,223-90.6% | $155,188-90.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 5.52% | 57.39%-51.9pp | 52.09%-46.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $978 | $4,565-78.6% | $4,109-76.2% | $4,248-77.0% |
| Participant deferral / active EE | $1,764 | $6,134-71.2% | $5,467-67.7% | $6,531-73.0% |
| Admin fee / account holder | $4,571 | $18,825-75.7% | $16,047-71.5% | $14,480-68.4% |