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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 | $50,819 | $148,623-65.8% | $135,974-62.6% | $139,466-63.6% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.3pp | 80.3%-38.7pp |
| Annual return | 11.75% | 79.30%-67.6pp | 68.30%-56.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,095 | $5,246-79.1% | $4,859-77.5% | $4,754-77.0% |
| Participant deferral / active EE | $1,095 | $8,103-86.5% | $7,760-85.9% | $6,712-83.7% |
| Admin fee / account holder | $11,281 | $12,406-9.1% | $10,767+4.8% | $11,409-1.1% |