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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 | $41,779 | $209,336-80.0% | $197,124-78.8% | $137,256-69.6% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 9.40% | 48.09%-38.7pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $654 | $9,614-93.2% | $9,135-92.8% | $6,407-89.8% |
| Admin fee / account holder | $21,573 | $17,308+24.6% | $16,298+32.4% | $12,270+75.8% |