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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 | $125,778-77.2% | $114,563-74.9% | $154,746-81.4% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 2.53% | 295.14%-292.6pp | 241.09%-238.6pp | 172.34%-169.8pp |
| Employer contribution / active EE | $1,625 | $2,806-42.1% | $2,592-37.3% | $4,379-62.9% |
| Participant deferral / active EE | $303 | $4,445-93.2% | $4,142-92.7% | $6,730-95.5% |
| Admin fee / account holder | $3,005 | $8,190-63.3% | $7,623-60.6% | $14,365-79.1% |