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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 | $71,377 | $162,136-56.0% | $152,301-53.1% | $154,746-53.9% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 10.06% | 91.02%-81.0pp | 80.50%-70.4pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,121 | $4,890-77.1% | $4,624-75.8% | $4,379-74.4% |
| Participant deferral / active EE | $1,272 | $8,341-84.7% | $8,004-84.1% | $6,730-81.1% |
| Admin fee / account holder | $337 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |