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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 | $62,453 | $111,814-44.1% | $103,378-39.6% | $145,978-57.2% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 7.41% | 24.80%-17.4pp | 24.91%-17.5pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,019 | $4,215-75.8% | $3,870-73.7% | $4,662-78.2% |
| Participant deferral / active EE | $1,225 | $5,618-78.2% | $5,058-75.8% | $6,690-81.7% |
| Admin fee / account holder | $426 | $9,764-95.6% | $8,401-94.9% | $13,400-96.8% |