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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 | $35,948 | $162,136-77.8% | $152,301-76.4% | $154,746-76.8% |
| Participation rate | 22.7% | 84.1%-61.4pp | 82.4%-59.7pp | 80.7%-58.0pp |
| Annual return | 2.81% | 91.02%-88.2pp | 80.50%-77.7pp | 172.34%-169.5pp |
| Employer contribution / active EE | $1,006 | $4,890-79.4% | $4,624-78.3% | $4,379-77.0% |
| Participant deferral / active EE | $1,954 | $8,341-76.6% | $8,004-75.6% | $6,730-71.0% |
| Admin fee / account holder | $519 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |