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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 | $54,138 | $162,136-66.6% | $152,301-64.5% | $154,746-65.0% |
| Participation rate | 52.6% | 84.1%-31.5pp | 82.4%-29.8pp | 80.7%-28.1pp |
| Annual return | 10.30% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,368 | $4,890-72.0% | $4,624-70.4% | $4,379-68.8% |
| Participant deferral / active EE | $1,952 | $8,341-76.6% | $8,004-75.6% | $6,730-71.0% |
| Admin fee / account holder | $18,899 | $15,759+19.9% | $14,398+31.3% | $14,365+31.6% |