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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 | $39,196 | $156,398-74.9% | $147,318-73.4% | $138,895-71.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 7.59% | 78.75%-71.2pp | 70.43%-62.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $1,217 | $4,853-74.9% | $4,593-73.5% | $4,194-71.0% |
| Participant deferral / active EE | $1,607 | $8,237-80.5% | $7,906-79.7% | $6,396-74.9% |
| Admin fee / account holder | $1,307 | $14,976-91.3% | $13,708-90.5% | $12,562-89.6% |