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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 | $156,398-82.5% | $147,318-81.5% | $138,895-80.3% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 8.49% | 78.75%-70.3pp | 70.43%-61.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,051 | $4,853-78.3% | $4,593-77.1% | $4,194-74.9% |
| Participant deferral / active EE | $2,401 | $8,237-70.9% | $7,906-69.6% | $6,396-62.5% |
| Admin fee / account holder | $12,531 | $14,976-16.3% | $13,708-8.6% | $12,562-0.2% |