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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 | $29,996 | $185,312-83.8% | $161,489-81.4% | $154,746-80.6% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 4.51% | 103.84%-99.3pp | 89.72%-85.2pp | 172.34%-167.8pp |
| Employer contribution / active EE | $2,353 | $4,769-50.7% | $4,268-44.9% | $4,379-46.3% |
| Participant deferral / active EE | $1,398 | $6,350-78.0% | $5,630-75.2% | $6,730-79.2% |
| Admin fee / account holder | $4,792 | $18,654-74.3% | $16,006-70.1% | $14,365-66.6% |