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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 | $54,893 | $156,398-64.9% | $147,318-62.7% | $138,895-60.5% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 11.53% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,425 | $4,853-70.6% | $4,593-69.0% | $4,194-66.0% |
| Participant deferral / active EE | $160 | $8,237-98.1% | $7,906-98.0% | $6,396-97.5% |
| Admin fee / account holder | $416 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |