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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 | $19,374 | $154,228-87.4% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 10.22% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,109 | $4,804-76.9% | $4,554-75.6% | $4,156-73.3% |
| Participant deferral / active EE | $2,332 | $8,216-71.6% | $7,897-70.5% | $6,407-63.6% |
| Admin fee / account holder | $13,962 | $14,344-2.7% | $13,129+6.3% | $12,270+13.8% |