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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 | $30,384 | $155,555-80.5% | $146,866-79.3% | $155,188-80.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 3.35% | 115.41%-112.1pp | 102.85%-99.5pp | 148.84%-145.5pp |
| Employer contribution / active EE | $1,877 | $4,647-59.6% | $4,425-57.6% | $4,248-55.8% |
| Participant deferral / active EE | $2,346 | $8,044-70.8% | $7,759-69.8% | $6,531-64.1% |
| Admin fee / account holder | $5,544 | $14,755-62.4% | $13,620-59.3% | $14,480-61.7% |