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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 | $77,407 | $153,769-49.7% | $133,975-42.2% | $273,972-71.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 1.30% | 36.51%-35.2pp | 29.29%-28.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $1,464 | $6,029-75.7% | $5,211-71.9% | $4,869-69.9% |
| Participant deferral / active EE | $1,666 | $6,958-76.1% | $6,282-73.5% | $5,287-68.5% |
| Admin fee / account holder | $403 | $11,765-96.6% | $9,324-95.7% | $10,133-96.0% |