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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 | $181,062-83.4% | $158,223-81.0% | $155,188-80.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 4.51% | 57.39%-52.9pp | 52.09%-47.6pp | 148.84%-144.3pp |
| Employer contribution / active EE | $2,353 | $4,565-48.5% | $4,109-42.7% | $4,248-44.6% |
| Participant deferral / active EE | $1,398 | $6,134-77.2% | $5,467-74.4% | $6,531-78.6% |
| Admin fee / account holder | $4,792 | $18,825-74.5% | $16,047-70.1% | $14,480-66.9% |