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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 | $66,916 | $124,346-46.2% | $111,308-39.9% | $167,536-60.1% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 6.23% | 37.45%-31.2pp | 54.67%-48.4pp | 478.82%-472.6pp |
| Employer contribution / active EE | $1,193 | $3,437-65.3% | $2,732-56.3% | $4,839-75.4% |
| Participant deferral / active EE | $1,351 | $5,182-73.9% | $4,487-69.9% | $6,342-78.7% |
| Admin fee / account holder | $2,614 | $10,621-75.4% | $7,965-67.2% | $12,315-78.8% |