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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 | $58,993 | $124,425-52.6% | $112,040-47.3% | $137,256-57.0% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 7.69% | 24.72%-17.0pp | 24.52%-16.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $3,572 | $3,411+4.7% | $2,954+20.9% | $4,156-14.1% |
| Participant deferral / active EE | $1,779 | $5,718-68.9% | $5,098-65.1% | $6,407-72.2% |
| Admin fee / account holder | $124,925 | $15,207+721.5% | $12,098+932.6% | $12,270+918.1% |