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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 | $199,109-82.1% | $173,730-79.5% | $154,746-77.0% |
| Participation rate | 31.6% | 82.8%-51.2pp | 79.6%-48.0pp | 80.7%-49.1pp |
| Annual return | 8.39% | 20.02%-11.6pp | 19.96%-11.6pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,455 | $5,311-72.6% | $4,577-68.2% | $4,379-66.8% |
| Participant deferral / active EE | $1,886 | $7,113-73.5% | $6,326-70.2% | $6,730-72.0% |
| Admin fee / account holder | $25,989 | $20,916+24.3% | $17,523+48.3% | $14,365+80.9% |