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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 | $56,171 | $223,823-74.9% | $211,142-73.4% | $154,746-63.7% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 8.47% | 50.39%-41.9pp | 46.84%-38.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,985 | $6,787-70.8% | $6,442-69.2% | $4,379-54.7% |
| Participant deferral / active EE | $2,343 | $9,750-76.0% | $9,284-74.8% | $6,730-65.2% |
| Admin fee / account holder | $4,124 | $19,707-79.1% | $19,076-78.4% | $14,365-71.3% |