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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 | $36,285 | $176,120-79.4% | $159,487-77.2% | $167,553-78.3% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.01% | 331.95%-323.9pp | 263.71%-255.7pp | 478.89%-470.9pp |
| Employer contribution / active EE | $1,169 | $5,299-77.9% | $4,831-75.8% | $4,840-75.8% |
| Participant deferral / active EE | $1,740 | $7,752-77.6% | $7,354-76.3% | $6,343-72.6% |
| Admin fee / account holder | $348 | $12,561-97.2% | $10,804-96.8% | $12,316-97.2% |