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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 | $22,738 | $135,956-83.3% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 3.17% | 56.63%-53.5pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $970 | $5,170-81.2% | $4,617-79.0% | $4,869-80.1% |
| Participant deferral / active EE | $970 | $6,343-84.7% | $5,984-83.8% | $5,287-81.6% |
| Admin fee / account holder | $2,060 | $9,817-79.0% | $8,357-75.4% | $10,133-79.7% |