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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 | $41,689 | $154,228-73.0% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 47.8% | 83.8%-36.0pp | 82.1%-34.3pp | 80.0%-32.1pp |
| Annual return | 10.30% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,567 | $4,804-67.4% | $4,554-65.6% | $4,156-62.3% |
| Participant deferral / active EE | $2,186 | $8,216-73.4% | $7,897-72.3% | $6,407-65.9% |
| Admin fee / account holder | $10,244 | $14,344-28.6% | $13,129-22.0% | $12,270-16.5% |