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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 | $28,719 | $102,938-72.1% | $94,105-69.5% | $138,895-79.3% |
| Participation rate | 42.9% | 74.6%-31.8pp | 71.9%-29.1pp | 79.9%-37.1pp |
| Annual return | 2.53% | 250.28%-247.7pp | 204.55%-202.0pp | 145.39%-142.9pp |
| Employer contribution / active EE | $1,625 | $2,732-40.5% | $2,504-35.1% | $4,194-61.3% |
| Participant deferral / active EE | $303 | $4,196-92.8% | $3,881-92.2% | $6,396-95.3% |
| Admin fee / account holder | $3,005 | $6,600-54.5% | $6,199-51.5% | $12,562-76.1% |