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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 | $41,551 | $154,228-73.1% | $145,433-71.4% | $137,256-69.7% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 6.95% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $883 | $4,804-81.6% | $4,554-80.6% | $4,156-78.8% |
| Participant deferral / active EE | $1,104 | $8,216-86.6% | $7,897-86.0% | $6,407-82.8% |
| Admin fee / account holder | $8,520 | $14,344-40.6% | $13,129-35.1% | $12,270-30.6% |