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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 | $43,049 | $154,228-72.1% | $145,433-70.4% | $137,256-68.6% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 4.33% | 74.59%-70.3pp | 66.58%-62.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $863 | $4,804-82.0% | $4,554-81.1% | $4,156-79.2% |
| Participant deferral / active EE | $787 | $8,216-90.4% | $7,897-90.0% | $6,407-87.7% |
| Admin fee / account holder | $145,014 | $14,344+911.0% | $13,129+1004.5% | $12,270+1081.8% |