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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 | $28,107 | $141,001-80.1% | $112,228-75.0% | $139,487-79.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 2.71% | 32.75%-30.0pp | 30.23%-27.5pp | 373.84%-371.1pp |
| Employer contribution / active EE | $2,677 | $4,285-37.5% | $3,432-22.0% | $4,755-43.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $449 | $9,959-95.5% | $7,752-94.2% | $11,407-96.1% |