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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 | $155,555-77.3% | $146,866-75.9% | $155,188-77.2% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 9.17% | 115.41%-106.2pp | 102.85%-93.7pp | 148.84%-139.7pp |
| Employer contribution / active EE | $898 | $4,647-80.7% | $4,425-79.7% | $4,248-78.9% |
| Participant deferral / active EE | $1,388 | $8,044-82.7% | $7,759-82.1% | $6,531-78.7% |
| Admin fee / account holder | $619 | $14,755-95.8% | $13,620-95.5% | $14,480-95.7% |