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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 | $37,130 | $183,592-79.8% | $155,567-76.1% | $145,959-74.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 1.18% | 61.24%-60.1pp | 64.74%-63.6pp | 561.95%-560.8pp |
| Employer contribution / active EE | $1,194 | $5,315-77.5% | $4,674-74.5% | $4,661-74.4% |
| Participant deferral / active EE | $1,200 | $6,464-81.4% | $5,628-78.7% | $6,689-82.1% |
| Admin fee / account holder | $1,352 | $19,318-93.0% | $15,916-91.5% | $13,398-89.9% |