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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 | $174,379-73.5% | $152,093-69.6% | $138,895-66.7% |
| Participation rate | 57.9% | 81.6%-23.7pp | 77.8%-19.9pp | 79.9%-22.0pp |
| Annual return | 10.65% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $2,314 | $4,652-50.3% | $4,175-44.6% | $4,194-44.8% |
| Participant deferral / active EE | $1,313 | $6,159-78.7% | $5,451-75.9% | $6,396-79.5% |
| Admin fee / account holder | $5,959 | $16,880-64.7% | $14,497-58.9% | $12,562-52.6% |