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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 | $59,581 | $156,398-61.9% | $147,318-59.6% | $138,895-57.1% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 79.9%-24.9pp |
| Annual return | 11.22% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,245 | $4,853-74.3% | $4,593-72.9% | $4,194-70.3% |
| Participant deferral / active EE | $2,128 | $8,237-74.2% | $7,906-73.1% | $6,396-66.7% |
| Admin fee / account holder | $32,409 | $14,976+116.4% | $13,708+136.4% | $12,562+158.0% |