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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 | $38,795 | $154,228-74.8% | $145,433-73.3% | $137,256-71.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.70% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,425 | $4,804-70.3% | $4,554-68.7% | $4,156-65.7% |
| Participant deferral / active EE | $2,084 | $8,216-74.6% | $7,897-73.6% | $6,407-67.5% |
| Admin fee / account holder | $14,242 | $14,344-0.7% | $13,129+8.5% | $12,270+16.1% |