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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 | $42,189 | $162,136-74.0% | $152,301-72.3% | $154,746-72.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 11.03% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,312 | $4,890-73.2% | $4,624-71.6% | $4,379-70.0% |
| Participant deferral / active EE | $2,424 | $8,341-70.9% | $8,004-69.7% | $6,730-64.0% |
| Admin fee / account holder | $20,677 | $15,759+31.2% | $14,398+43.6% | $14,365+43.9% |