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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 | $60,820 | $185,312-67.2% | $161,489-62.3% | $154,746-60.7% |
| Participation rate | 43.8% | 82.5%-38.7pp | 78.7%-34.9pp | 80.7%-37.0pp |
| Annual return | 5.77% | 103.84%-98.1pp | 89.72%-84.0pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,058 | $4,769-77.8% | $4,268-75.2% | $4,379-75.8% |
| Participant deferral / active EE | $1,058 | $6,350-83.3% | $5,630-81.2% | $6,730-84.3% |
| Admin fee / account holder | $19,945 | $18,654+6.9% | $16,006+24.6% | $14,365+38.8% |