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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 | $76,275 | $107,421-29.0% | $182,262-58.2% | $94,015-18.9% |
| Participation rate | 36.2% | 77.8%-41.6pp | 84.2%-48.0pp | 70.8%-34.6pp |
| Annual return | 11.25% | 21.32%-10.1pp | 140.60%-129.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $619 | $3,448-82.0% | $5,046-87.7% | $2,790-77.8% |
| Participant deferral / active EE | $1,500 | $6,558-77.1% | $8,276-81.9% | $4,249-64.7% |
| Admin fee / account holder | $24,666 | $8,692+183.8% | $16,712+47.6% | $8,951+175.6% |