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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 | $35,629 | $178,174-80.0% | $156,181-77.2% | $137,256-74.0% |
| Participation rate | 31.6% | 82.0%-50.5pp | 78.8%-47.2pp | 80.0%-48.4pp |
| Annual return | 8.39% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,455 | $4,972-70.7% | $4,294-66.1% | $4,156-65.0% |
| Participant deferral / active EE | $1,886 | $6,888-72.6% | $6,132-69.2% | $6,407-70.6% |
| Admin fee / account holder | $25,989 | $17,404+49.3% | $14,586+78.2% | $12,270+111.8% |