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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 | $39,925 | $199,109-79.9% | $173,730-77.0% | $154,746-74.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 5.37% | 20.02%-14.6pp | 19.96%-14.6pp | 172.34%-167.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $698 | $7,113-90.2% | $6,326-89.0% | $6,730-89.6% |
| Admin fee / account holder | $349 | $20,916-98.3% | $17,523-98.0% | $14,365-97.6% |