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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 | $41,691 | $183,627-77.3% | $155,602-73.2% | $145,978-71.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 7.16% | 61.32%-54.2pp | 64.81%-57.6pp | 550.52%-543.4pp |
| Employer contribution / active EE | $5,408 | $5,316+1.7% | $4,675+15.7% | $4,662+16.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,502 | $19,327-92.2% | $15,923-90.6% | $13,400-88.8% |