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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 | $51,673 | $154,228-66.5% | $145,433-64.5% | $137,256-62.4% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 10.57% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $966 | $4,804-79.9% | $4,554-78.8% | $4,156-76.8% |
| Participant deferral / active EE | $1,716 | $8,216-79.1% | $7,897-78.3% | $6,407-73.2% |
| Admin fee / account holder | $40,323 | $14,344+181.1% | $13,129+207.1% | $12,270+228.6% |