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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 | $33,657 | $156,398-78.5% | $147,318-77.2% | $138,895-75.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 5.22% | 78.75%-73.5pp | 70.43%-65.2pp | 145.39%-140.2pp |
| Employer contribution / active EE | $1,975 | $4,853-59.3% | $4,593-57.0% | $4,194-52.9% |
| Participant deferral / active EE | $2,239 | $8,237-72.8% | $7,906-71.7% | $6,396-65.0% |
| Admin fee / account holder | $503 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |