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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 | $34,346 | $192,829-82.2% | $142,516-75.9% | $139,466-75.4% |
| Participation rate | 44.4% | 81.4%-37.0pp | 76.8%-32.3pp | 80.3%-35.9pp |
| Annual return | 5.90% | 17.99%-12.1pp | 19.99%-14.1pp | 373.66%-367.8pp |
| Employer contribution / active EE | $1,421 | $5,808-75.5% | $4,849-70.7% | $4,754-70.1% |
| Participant deferral / active EE | $1,510 | $7,200-79.0% | $6,280-76.0% | $6,712-77.5% |
| Admin fee / account holder | $1,584 | $15,120-89.5% | $10,008-84.2% | $11,409-86.1% |