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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 | $102,230 | $135,956-24.8% | $123,894-17.5% | $273,972-62.7% |
| Participation rate | 9.1% | 84.1%-75.0pp | 81.4%-72.3pp | 83.0%-73.9pp |
| Annual return | 2.89% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.6pp |
| Employer contribution / active EE | $964 | $5,170-81.4% | $4,617-79.1% | $4,869-80.2% |
| Participant deferral / active EE | $1,636 | $6,343-74.2% | $5,984-72.7% | $5,287-69.1% |
| Admin fee / account holder | $775 | $9,817-92.1% | $8,357-90.7% | $10,133-92.4% |