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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 | $162,967-78.4% | $135,792-74.0% | $138,895-74.6% |
| Participation rate | 66.7% | 78.3%-11.7pp | 72.6%-5.9pp | 79.9%-13.3pp |
| Annual return | 7.30% | 30.08%-22.8pp | 25.96%-18.7pp | 145.39%-138.1pp |
| Employer contribution / active EE | $1,752 | $4,211-58.4% | $3,496-49.9% | $4,194-58.2% |
| Participant deferral / active EE | $675 | $5,640-88.0% | $4,759-85.8% | $6,396-89.5% |
| Admin fee / account holder | $937 | $15,306-93.9% | $12,266-92.4% | $12,562-92.5% |