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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 | $41,284 | $148,629-72.2% | $135,982-69.6% | $139,487-70.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 10.50% | 79.33%-68.8pp | 68.32%-57.8pp | 373.84%-363.3pp |
| Employer contribution / active EE | $1,461 | $5,247-72.1% | $4,859-69.9% | $4,755-69.3% |
| Participant deferral / active EE | $2,032 | $8,102-74.9% | $7,760-73.8% | $6,713-69.7% |
| Admin fee / account holder | $44,456 | $12,406+258.3% | $10,767+312.9% | $11,407+289.7% |