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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 | $183,516-79.8% | $155,534-76.1% | $145,884-74.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 1.18% | 61.43%-60.2pp | 64.92%-63.7pp | 551.85%-550.7pp |
| Employer contribution / active EE | $1,194 | $5,315-77.5% | $4,675-74.5% | $4,662-74.4% |
| Participant deferral / active EE | $1,200 | $6,467-81.4% | $5,630-78.7% | $6,690-82.1% |
| Admin fee / account holder | $1,352 | $19,293-93.0% | $15,900-91.5% | $13,392-89.9% |