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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 | $40,109 | $156,398-74.4% | $147,318-72.8% | $138,895-71.1% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 11.95% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,250 | $4,853-74.2% | $4,593-72.8% | $4,194-70.2% |
| Participant deferral / active EE | $1,250 | $8,237-84.8% | $7,906-84.2% | $6,396-80.5% |
| Admin fee / account holder | $346 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |