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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 | $156,398-73.2% | $147,318-71.6% | $138,895-69.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 10.94% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,532 | $4,853-68.4% | $4,593-66.6% | $4,194-63.5% |
| Participant deferral / active EE | $2,161 | $8,237-73.8% | $7,906-72.7% | $6,396-66.2% |
| Admin fee / account holder | $44,561 | $14,976+197.6% | $13,708+225.1% | $12,562+254.7% |