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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 | $74,720 | $202,463-63.1% | $169,397-55.9% | $139,487-46.4% |
| Participation rate | 38.5% | 81.1%-42.7pp | 77.2%-38.7pp | 80.3%-41.9pp |
| Annual return | 7.79% | 532.64%-524.9pp | 406.23%-398.4pp | 373.84%-366.1pp |
| Employer contribution / active EE | $624 | $4,694-86.7% | $4,013-84.4% | $4,755-86.9% |
| Participant deferral / active EE | $1,010 | $6,941-85.4% | $6,223-83.8% | $6,713-85.0% |
| Admin fee / account holder | $37,813 | $10,726+252.5% | $9,017+319.3% | $11,407+231.5% |