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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 | $34,404 | $162,136-78.8% | $152,301-77.4% | $154,746-77.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 9.72% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,569 | $4,890-67.9% | $4,624-66.1% | $4,379-64.2% |
| Participant deferral / active EE | $2,655 | $8,341-68.2% | $8,004-66.8% | $6,730-60.6% |
| Admin fee / account holder | $11,126 | $15,759-29.4% | $14,398-22.7% | $14,365-22.5% |