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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 | $176,071-79.4% | $159,450-77.2% | $167,497-78.3% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.01% | 331.79%-323.8pp | 263.60%-255.6pp | 478.62%-470.6pp |
| Employer contribution / active EE | $1,169 | $5,298-77.9% | $4,830-75.8% | $4,838-75.8% |
| Participant deferral / active EE | $1,740 | $7,750-77.5% | $7,352-76.3% | $6,341-72.6% |
| Admin fee / account holder | $348 | $12,555-97.2% | $10,800-96.8% | $12,310-97.2% |