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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 | $35,247 | $177,156-80.1% | $147,027-76.0% | $154,746-77.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 7.30% | 21.94%-14.6pp | 20.23%-12.9pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,752 | $4,336-59.6% | $3,626-51.7% | $4,379-60.0% |
| Participant deferral / active EE | $675 | $5,797-88.4% | $4,933-86.3% | $6,730-90.0% |
| Admin fee / account holder | $937 | $14,904-93.7% | $12,223-92.3% | $14,365-93.5% |