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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 | $41,572 | $174,379-76.2% | $152,093-72.7% | $138,895-70.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 10.19% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,049 | $4,652-77.5% | $4,175-74.9% | $4,194-75.0% |
| Participant deferral / active EE | $1,538 | $6,159-75.0% | $5,451-71.8% | $6,396-75.9% |
| Admin fee / account holder | $15,330 | $16,880-9.2% | $14,497+5.8% | $12,562+22.0% |