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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 | $28,765 | $155,555-81.5% | $146,866-80.4% | $155,188-81.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.5%-18.2pp | 80.8%-16.5pp |
| Annual return | 7.47% | 115.41%-107.9pp | 102.85%-95.4pp | 148.84%-141.4pp |
| Employer contribution / active EE | $1,343 | $4,647-71.1% | $4,425-69.7% | $4,248-68.4% |
| Participant deferral / active EE | $1,539 | $8,044-80.9% | $7,759-80.2% | $6,531-76.4% |
| Admin fee / account holder | $7,074 | $14,755-52.1% | $13,620-48.1% | $14,480-51.1% |