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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 | $136,860-56.9% | $120,344-51.0% | $154,746-61.9% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 7.69% | 21.38%-13.7pp | 20.30%-12.6pp | 172.34%-164.6pp |
| Employer contribution / active EE | $3,572 | $3,533+1.1% | $3,020+18.3% | $4,379-18.4% |
| Participant deferral / active EE | $1,779 | $5,793-69.3% | $5,135-65.4% | $6,730-73.6% |
| Admin fee / account holder | $124,925 | $15,393+711.6% | $12,742+880.4% | $14,365+769.6% |