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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 | $50,593 | $148,623-66.0% | $135,974-62.8% | $139,466-63.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 9.29% | 79.30%-70.0pp | 68.30%-59.0pp | 373.66%-364.4pp |
| Employer contribution / active EE | $1,297 | $5,246-75.3% | $4,859-73.3% | $4,754-72.7% |
| Participant deferral / active EE | $1,370 | $8,103-83.1% | $7,760-82.3% | $6,712-79.6% |
| Admin fee / account holder | $4,132 | $12,406-66.7% | $10,767-61.6% | $11,409-63.8% |