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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 | $209,336-73.2% | $197,124-71.5% | $137,256-59.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 8.47% | 48.09%-39.6pp | 44.34%-35.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,985 | $6,591-69.9% | $6,227-68.1% | $4,156-52.3% |
| Participant deferral / active EE | $2,343 | $9,614-75.6% | $9,135-74.4% | $6,407-63.4% |
| Admin fee / account holder | $4,124 | $17,308-76.2% | $16,298-74.7% | $12,270-66.4% |