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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 | $17,627 | $156,398-88.7% | $147,318-88.0% | $138,895-87.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 6.84% | 78.75%-71.9pp | 70.43%-63.6pp | 145.39%-138.6pp |
| Employer contribution / active EE | $1,183 | $4,853-75.6% | $4,593-74.2% | $4,194-71.8% |
| Participant deferral / active EE | $1,746 | $8,237-78.8% | $7,906-77.9% | $6,396-72.7% |
| Admin fee / account holder | $16,467 | $14,976+10.0% | $13,708+20.1% | $12,562+31.1% |