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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 | $27,311 | $162,136-83.2% | $152,301-82.1% | $154,746-82.4% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 8.49% | 91.02%-82.5pp | 80.50%-72.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,051 | $4,890-78.5% | $4,624-77.3% | $4,379-76.0% |
| Participant deferral / active EE | $2,401 | $8,341-71.2% | $8,004-70.0% | $6,730-64.3% |
| Admin fee / account holder | $12,531 | $15,759-20.5% | $14,398-13.0% | $14,365-12.8% |