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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 | $47,315 | $185,905-74.5% | $170,057-72.2% | $139,487-66.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 9.50% | 60.56%-51.1pp | 53.42%-43.9pp | 373.84%-364.3pp |
| Employer contribution / active EE | $1,952 | $7,597-74.3% | $6,790-71.3% | $4,755-59.0% |
| Participant deferral / active EE | $2,400 | $11,627-79.4% | $10,411-76.9% | $6,713-64.2% |
| Admin fee / account holder | $1,279 | $15,397-91.7% | $12,826-90.0% | $11,407-88.8% |