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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 | $59,283 | $148,623-60.1% | $135,974-56.4% | $139,466-57.5% |
| Participation rate | 30.8% | 83.9%-53.1pp | 81.9%-51.1pp | 80.3%-49.6pp |
| Annual return | 8.77% | 79.30%-70.5pp | 68.30%-59.5pp | 373.66%-364.9pp |
| Employer contribution / active EE | $1,030 | $5,246-80.4% | $4,859-78.8% | $4,754-78.3% |
| Participant deferral / active EE | $1,976 | $8,103-75.6% | $7,760-74.5% | $6,712-70.6% |
| Admin fee / account holder | $478 | $12,406-96.2% | $10,767-95.6% | $11,409-95.8% |