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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 | $39,829 | $162,821-75.5% | $133,978-70.3% | $158,982-74.9% |
| Participation rate | 52.2% | 83.2%-31.1pp | 79.8%-27.7pp | 82.0%-29.8pp |
| Annual return | 4.26% | 41.95%-37.7pp | 45.10%-40.8pp | 302.99%-298.7pp |
| Employer contribution / active EE | $965 | $4,976-80.6% | $3,919-75.4% | $4,763-79.7% |
| Participant deferral / active EE | $1,501 | $5,910-74.6% | $5,047-70.3% | $5,983-74.9% |
| Admin fee / account holder | $9,980 | $11,742-15.0% | $8,930+11.8% | $11,252-11.3% |