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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 | $59,781 | $104,694-42.9% | $85,709-30.3% | $167,536-64.3% |
| Participation rate | 57.9% | 76.4%-18.5pp | 69.9%-12.0pp | 82.1%-24.2pp |
| Annual return | 6.78% | 21.45%-14.7pp | 21.49%-14.7pp | 478.82%-472.0pp |
| Employer contribution / active EE | $471 | $3,337-85.9% | $2,619-82.0% | $4,839-90.3% |
| Participant deferral / active EE | $840 | $4,826-82.6% | $3,924-78.6% | $6,342-86.8% |
| Admin fee / account holder | $21,727 | $10,035+116.5% | $6,876+216.0% | $12,315+76.4% |