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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 | $23,084 | $124,314-81.4% | $109,163-78.9% | $167,518-86.2% |
| Participation rate | 46.2% | 79.4%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 9.64% | 26.04%-16.4pp | 25.75%-16.1pp | 478.71%-469.1pp |
| Employer contribution / active EE | $949 | $4,209-77.5% | $3,723-74.5% | $4,838-80.4% |
| Participant deferral / active EE | $1,038 | $5,256-80.2% | $4,654-77.7% | $6,342-83.6% |
| Admin fee / account holder | $1,912 | $7,973-76.0% | $6,754-71.7% | $12,312-84.5% |