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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 | $20,389 | $155,555-86.9% | $146,866-86.1% | $155,188-86.9% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.5%-55.2pp | 80.8%-53.5pp |
| Annual return | 9.21% | 115.41%-106.2pp | 102.85%-93.6pp | 148.84%-139.6pp |
| Employer contribution / active EE | $820 | $4,647-82.4% | $4,425-81.5% | $4,248-80.7% |
| Participant deferral / active EE | $964 | $8,044-88.0% | $7,759-87.6% | $6,531-85.2% |
| Admin fee / account holder | $340 | $14,755-97.7% | $13,620-97.5% | $14,480-97.7% |