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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 | $154,228-76.7% | $145,433-75.3% | $137,256-73.8% |
| Participation rate | 22.7% | 83.8%-61.1pp | 82.1%-59.4pp | 80.0%-57.2pp |
| Annual return | 2.81% | 74.59%-71.8pp | 66.58%-63.8pp | 220.34%-217.5pp |
| Employer contribution / active EE | $1,006 | $4,804-79.1% | $4,554-77.9% | $4,156-75.8% |
| Participant deferral / active EE | $1,954 | $8,216-76.2% | $7,897-75.3% | $6,407-69.5% |
| Admin fee / account holder | $519 | $14,344-96.4% | $13,129-96.0% | $12,270-95.8% |