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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 | $49,389 | $160,070-69.1% | $147,117-66.4% | $145,897-66.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.53% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,829 | $5,285-65.4% | $4,932-62.9% | $4,663-60.8% |
| Participant deferral / active EE | $2,062 | $8,419-75.5% | $8,065-74.4% | $6,689-69.2% |
| Admin fee / account holder | $3,066 | $15,035-79.6% | $12,993-76.4% | $13,390-77.1% |