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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 | $17,719 | $174,379-89.8% | $152,093-88.3% | $138,895-87.2% |
| Participation rate | 61.9% | 81.6%-19.7pp | 77.8%-15.9pp | 79.9%-18.0pp |
| Annual return | 10.33% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,281 | $4,652-72.5% | $4,175-69.3% | $4,194-69.5% |
| Participant deferral / active EE | $981 | $6,159-84.1% | $5,451-82.0% | $6,396-84.7% |
| Admin fee / account holder | $2,745 | $16,880-83.7% | $14,497-81.1% | $12,562-78.1% |