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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 | $43,378 | $223,823-80.6% | $211,142-79.5% | $154,746-72.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 9.69% | 50.39%-40.7pp | 46.84%-37.1pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,522 | $6,787-77.6% | $6,442-76.4% | $4,379-65.3% |
| Participant deferral / active EE | $1,638 | $9,750-83.2% | $9,284-82.4% | $6,730-75.7% |
| Admin fee / account holder | $6,272 | $19,707-68.2% | $19,076-67.1% | $14,365-56.3% |