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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 | $13,607 | $174,379-92.2% | $152,093-91.1% | $138,895-90.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 9.82% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,528 | $4,652-45.7% | $4,175-39.4% | $4,194-39.7% |
| Participant deferral / active EE | $1,322 | $6,159-78.5% | $5,451-75.8% | $6,396-79.3% |
| Admin fee / account holder | $2,202 | $16,880-87.0% | $14,497-84.8% | $12,562-82.5% |