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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 | $41,603 | $148,629-72.0% | $135,982-69.4% | $139,487-70.2% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 9.77% | 79.33%-69.6pp | 68.32%-58.6pp | 373.84%-364.1pp |
| Employer contribution / active EE | $1,947 | $5,247-62.9% | $4,859-59.9% | $4,755-59.0% |
| Participant deferral / active EE | $2,082 | $8,102-74.3% | $7,760-73.2% | $6,713-69.0% |
| Admin fee / account holder | $76,781 | $12,406+518.9% | $10,767+613.1% | $11,407+573.1% |