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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 | $154,228-78.2% | $145,433-76.9% | $137,256-75.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.22% | 74.59%-69.4pp | 66.58%-61.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,975 | $4,804-58.9% | $4,554-56.6% | $4,156-52.5% |
| Participant deferral / active EE | $2,239 | $8,216-72.7% | $7,897-71.6% | $6,407-65.0% |
| Admin fee / account holder | $503 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |