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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 | $41,920 | $155,555-73.1% | $146,866-71.5% | $155,188-73.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 9.45% | 115.41%-106.0pp | 102.85%-93.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $941 | $4,647-79.7% | $4,425-78.7% | $4,248-77.8% |
| Participant deferral / active EE | $2,306 | $8,044-71.3% | $7,759-70.3% | $6,531-64.7% |
| Admin fee / account holder | $23,676 | $14,755+60.5% | $13,620+73.8% | $14,480+63.5% |