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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 | $48,689 | $183,516-73.5% | $155,534-68.7% | $145,884-66.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 7.77% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,165 | $5,315-78.1% | $4,675-75.1% | $4,662-75.0% |
| Participant deferral / active EE | $1,753 | $6,467-72.9% | $5,630-68.9% | $6,690-73.8% |
| Admin fee / account holder | $22,901 | $19,293+18.7% | $15,900+44.0% | $13,392+71.0% |