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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 | $46,194 | $172,111-73.2% | $150,298-69.3% | $137,256-66.3% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 10.65% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,314 | $4,636-50.1% | $4,154-44.3% | $4,156-44.3% |
| Participant deferral / active EE | $1,313 | $6,166-78.7% | $5,453-75.9% | $6,407-79.5% |
| Admin fee / account holder | $5,959 | $16,471-63.8% | $14,116-57.8% | $12,270-51.4% |