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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 | $43,550 | $197,594-78.0% | $177,822-75.5% | $158,931-72.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 5.53% | 58.76%-53.2pp | 48.32%-42.8pp | 302.86%-297.3pp |
| Employer contribution / active EE | $1,969 | $6,697-70.6% | $5,918-66.7% | $4,761-58.6% |
| Participant deferral / active EE | $2,460 | $8,405-70.7% | $7,714-68.1% | $5,982-58.9% |
| Admin fee / account holder | $20,806 | $15,400+35.1% | $12,428+67.4% | $11,247+85.0% |