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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 | $21,928 | $162,136-86.5% | $152,301-85.6% | $154,746-85.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 8.79% | 91.02%-82.2pp | 80.50%-71.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,575 | $4,890-67.8% | $4,624-65.9% | $4,379-64.0% |
| Participant deferral / active EE | $1,015 | $8,341-87.8% | $8,004-87.3% | $6,730-84.9% |
| Admin fee / account holder | $15,570 | $15,759-1.2% | $14,398+8.1% | $14,365+8.4% |