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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 | $35,929 | $156,398-77.0% | $147,318-75.6% | $138,895-74.1% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 8.94% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,221 | $4,853-74.8% | $4,593-73.4% | $4,194-70.9% |
| Participant deferral / active EE | $1,492 | $8,237-81.9% | $7,906-81.1% | $6,396-76.7% |
| Admin fee / account holder | $840 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |