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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 | $162,136-79.2% | $152,301-77.9% | $154,746-78.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 5.22% | 91.02%-85.8pp | 80.50%-75.3pp | 172.34%-167.1pp |
| Employer contribution / active EE | $1,975 | $4,890-59.6% | $4,624-57.3% | $4,379-54.9% |
| Participant deferral / active EE | $2,239 | $8,341-73.2% | $8,004-72.0% | $6,730-66.7% |
| Admin fee / account holder | $503 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |