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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 | $59,564 | $208,088-71.4% | $186,193-68.0% | $154,746-61.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 6.89% | 89.97%-83.1pp | 78.03%-71.1pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,005 | $4,340-76.8% | $3,918-74.4% | $4,379-77.0% |
| Participant deferral / active EE | $1,005 | $7,078-85.8% | $6,513-84.6% | $6,730-85.1% |
| Admin fee / account holder | $42,091 | $11,698+259.8% | $11,058+280.6% | $14,365+193.0% |