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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 | $83,785 | $154,228-45.7% | $145,433-42.4% | $137,256-39.0% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 12.21% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,432 | $4,804-70.2% | $4,554-68.6% | $4,156-65.6% |
| Participant deferral / active EE | $1,990 | $8,216-75.8% | $7,897-74.8% | $6,407-68.9% |
| Admin fee / account holder | $35,175 | $14,344+145.2% | $13,129+167.9% | $12,270+186.7% |