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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 | $59,179 | $105,856-44.1% | $90,161-34.4% | $147,586-59.9% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 1.17% | 37.63%-36.5pp | 34.89%-33.7pp | 578.59%-577.4pp |
| Employer contribution / active EE | $674 | $4,126-83.7% | $3,318-79.7% | $4,876-86.2% |
| Participant deferral / active EE | $887 | $5,733-84.5% | $5,287-83.2% | $5,439-83.7% |
| Admin fee / account holder | $9,289 | $8,046+15.5% | $5,943+56.3% | $10,886-14.7% |