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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 | $33,014 | $148,623-77.8% | $135,974-75.7% | $139,466-76.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.65% | 79.30%-67.6pp | 68.30%-56.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $1,697 | $5,246-67.7% | $4,859-65.1% | $4,754-64.3% |
| Participant deferral / active EE | $1,862 | $8,103-77.0% | $7,760-76.0% | $6,712-72.3% |
| Admin fee / account holder | $584 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |