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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 | $41,108 | $153,769-73.3% | $133,975-69.3% | $273,972-85.0% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 2.63% | 36.51%-33.9pp | 29.29%-26.7pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $730 | $6,958-89.5% | $6,282-88.4% | $5,287-86.2% |
| Admin fee / account holder | $12,058 | $11,765+2.5% | $9,324+29.3% | $10,133+19.0% |