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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 | $44,634 | $162,812-72.6% | $133,971-66.7% | $158,966-71.9% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 5.40% | 41.94%-36.5pp | 45.09%-39.7pp | 302.95%-297.5pp |
| Employer contribution / active EE | $948 | $4,976-80.9% | $3,919-75.8% | $4,762-80.1% |
| Participant deferral / active EE | $1,103 | $5,910-81.3% | $5,047-78.1% | $5,983-81.6% |
| Admin fee / account holder | $5,892 | $11,741-49.8% | $8,929-34.0% | $11,250-47.6% |