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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 | $26,496 | $154,228-82.8% | $145,433-81.8% | $137,256-80.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 3.11% | 74.59%-71.5pp | 66.58%-63.5pp | 220.34%-217.2pp |
| Employer contribution / active EE | $2,667 | $4,804-44.5% | $4,554-41.4% | $4,156-35.8% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,499 | $14,344-89.6% | $13,129-88.6% | $12,270-87.8% |