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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 | $33,707 | $154,228-78.1% | $145,433-76.8% | $137,256-75.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.43% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,138 | $4,804-76.3% | $4,554-75.0% | $4,156-72.6% |
| Participant deferral / active EE | $1,557 | $8,216-81.1% | $7,897-80.3% | $6,407-75.7% |
| Admin fee / account holder | $53,085 | $14,344+270.1% | $13,129+304.3% | $12,270+332.6% |