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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 | $94,490 | $217,427-56.5% | $185,837-49.2% | $167,518-43.6% |
| Participation rate | 36.8% | 86.0%-49.2pp | 81.7%-44.9pp | 82.1%-45.3pp |
| Annual return | 5.34% | 148.39%-143.1pp | 122.08%-116.7pp | 478.71%-473.4pp |
| Employer contribution / active EE | $1,699 | $5,874-71.1% | $5,168-67.1% | $4,838-64.9% |
| Participant deferral / active EE | $279 | $6,357-95.6% | $5,568-95.0% | $6,342-95.6% |
| Admin fee / account holder | $2,837 | $19,816-85.7% | $16,241-82.5% | $12,312-77.0% |