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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 | $89,821 | $100,970-11.0% | $96,576-7.0% | $137,256-34.6% |
| Participation rate | 35.0% | 82.6%-47.6pp | 81.4%-46.4pp | 80.0%-45.0pp |
| Annual return | 9.95% | 38.16%-28.2pp | 38.47%-28.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $779 | $3,809-79.5% | $3,553-78.1% | $4,156-81.3% |
| Participant deferral / active EE | $1,533 | $8,286-81.5% | $7,956-80.7% | $6,407-76.1% |
| Admin fee / account holder | $19,727 | $11,312+74.4% | $11,381+73.3% | $12,270+60.8% |