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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 | $38,360 | $154,228-75.1% | $145,433-73.6% | $137,256-72.1% |
| Participation rate | 31.6% | 83.8%-52.2pp | 82.1%-50.5pp | 80.0%-48.4pp |
| Annual return | 8.55% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,376 | $4,804-71.4% | $4,554-69.8% | $4,156-66.9% |
| Participant deferral / active EE | $1,963 | $8,216-76.1% | $7,897-75.1% | $6,407-69.4% |
| Admin fee / account holder | $349 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |