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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 | $41,632 | $148,582-72.0% | $135,942-69.4% | $139,456-70.1% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.5pp | 80.3%-44.0pp |
| Annual return | 9.83% | 79.26%-69.4pp | 68.28%-58.4pp | 373.45%-363.6pp |
| Employer contribution / active EE | $1,027 | $5,245-80.4% | $4,858-78.9% | $4,753-78.4% |
| Participant deferral / active EE | $1,367 | $8,101-83.1% | $7,759-82.4% | $6,711-79.6% |
| Admin fee / account holder | $32,699 | $12,402+163.7% | $10,764+203.8% | $11,407+186.7% |