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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 | $126,113-77.2% | $116,096-75.3% | $155,188-81.5% |
| Participation rate | 42.9% | 75.1%-32.3pp | 73.3%-30.5pp | 80.8%-37.9pp |
| Annual return | 2.53% | 391.72%-389.2pp | 326.25%-323.7pp | 148.84%-146.3pp |
| Employer contribution / active EE | $1,625 | $2,672-39.2% | $2,503-35.1% | $4,248-61.7% |
| Participant deferral / active EE | $303 | $4,162-92.7% | $3,952-92.3% | $6,531-95.4% |
| Admin fee / account holder | $3,005 | $8,045-62.6% | $7,704-61.0% | $14,480-79.2% |