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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 | $41,694 | $160,040-73.9% | $147,096-71.7% | $145,877-71.4% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 7.37% | 98.49%-91.1pp | 419.75%-412.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,417 | $5,289-73.2% | $4,936-71.3% | $4,663-69.6% |
| Participant deferral / active EE | $2,502 | $8,429-70.3% | $8,071-69.0% | $6,691-62.6% |
| Admin fee / account holder | $470 | $15,050-96.9% | $13,005-96.4% | $13,402-96.5% |