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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 | $21,004 | $156,398-86.6% | $147,318-85.7% | $138,895-84.9% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 10.65% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $927 | $4,853-80.9% | $4,593-79.8% | $4,194-77.9% |
| Participant deferral / active EE | $1,498 | $8,237-81.8% | $7,906-81.1% | $6,396-76.6% |
| Admin fee / account holder | $6,442 | $14,976-57.0% | $13,708-53.0% | $12,562-48.7% |