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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 | $41,843 | $154,228-72.9% | $145,433-71.2% | $137,256-69.5% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 10.94% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,532 | $4,804-68.1% | $4,554-66.4% | $4,156-63.1% |
| Participant deferral / active EE | $2,161 | $8,216-73.7% | $7,897-72.6% | $6,407-66.3% |
| Admin fee / account holder | $44,561 | $14,344+210.7% | $13,129+239.4% | $12,270+263.2% |