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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 | $41,451 | $156,398-73.5% | $147,318-71.9% | $138,895-70.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 12.14% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,117 | $4,853-77.0% | $4,593-75.7% | $4,194-73.4% |
| Participant deferral / active EE | $1,213 | $8,237-85.3% | $7,906-84.7% | $6,396-81.0% |
| Admin fee / account holder | $5,377 | $14,976-64.1% | $13,708-60.8% | $12,562-57.2% |