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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 | $35,340 | $154,228-77.1% | $145,433-75.7% | $137,256-74.3% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 9.17% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $898 | $4,804-81.3% | $4,554-80.3% | $4,156-78.4% |
| Participant deferral / active EE | $1,388 | $8,216-83.1% | $7,897-82.4% | $6,407-78.3% |
| Admin fee / account holder | $619 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |