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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 | $43,378 | $209,336-79.3% | $197,124-78.0% | $137,256-68.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 9.69% | 48.09%-38.4pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,522 | $6,591-76.9% | $6,227-75.6% | $4,156-63.4% |
| Participant deferral / active EE | $1,638 | $9,614-83.0% | $9,135-82.1% | $6,407-74.4% |
| Admin fee / account holder | $6,272 | $17,308-63.8% | $16,298-61.5% | $12,270-48.9% |