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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 | $47,207 | $239,571-80.3% | $183,328-74.2% | $137,256-65.6% |
| Participation rate | 8.3% | 82.4%-74.1pp | 77.3%-69.0pp | 80.0%-71.6pp |
| Annual return | 8.56% | 35.69%-27.1pp | 29.67%-21.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,446 | $7,995-69.4% | $6,795-64.0% | $6,407-61.8% |
| Admin fee / account holder | $24,821 | $30,059-17.4% | $21,427+15.8% | $12,270+102.3% |