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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 | $41,476 | $178,174-76.7% | $156,181-73.4% | $137,256-69.8% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 9.55% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,155 | $4,972-76.8% | $4,294-73.1% | $4,156-72.2% |
| Participant deferral / active EE | $1,790 | $6,888-74.0% | $6,132-70.8% | $6,407-72.1% |
| Admin fee / account holder | $9,845 | $17,404-43.4% | $14,586-32.5% | $12,270-19.8% |