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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 | $60,643 | $102,422-40.8% | $147,117-58.8% | $80,959-25.1% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 9.59% | 135.16%-125.6pp | 420.54%-410.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,401 | $3,717-62.3% | $4,932-71.6% | $2,757-49.2% |
| Participant deferral / active EE | $1,973 | $6,652-70.3% | $8,065-75.5% | $4,300-54.1% |
| Admin fee / account holder | $2,273 | $7,953-71.4% | $12,993-82.5% | $6,925-67.2% |