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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 | $33,833 | $201,370-83.2% | $184,256-81.6% | $145,897-76.8% |
| Participation rate | 65.0% | 87.5%-22.5pp | 86.8%-21.8pp | 80.3%-15.3pp |
| Annual return | 8.96% | 29.05%-20.1pp | 28.85%-19.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,950 | $9,808-80.1% | $9,133-78.6% | $6,689-70.8% |
| Admin fee / account holder | $781 | $16,364-95.2% | $13,899-94.4% | $13,390-94.2% |