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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 | $44,353 | $178,174-75.1% | $156,181-71.6% | $137,256-67.7% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 9.60% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,953 | $6,888-71.6% | $6,132-68.2% | $6,407-69.5% |
| Admin fee / account holder | $7,041 | $17,404-59.5% | $14,586-51.7% | $12,270-42.6% |