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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 | $72,715 | $98,766-26.4% | $149,730-51.4% | $79,852-8.9% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.5%-21.6pp | 69.6%-8.8pp |
| Annual return | 11.89% | 27.43%-15.5pp | 276.70%-264.8pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,287 | $3,217-60.0% | $4,645-72.3% | $2,471-47.9% |
| Participant deferral / active EE | $1,749 | $5,681-69.2% | $6,843-74.4% | $3,740-53.3% |
| Admin fee / account holder | $5,493 | $6,052-9.2% | $9,310-41.0% | $5,306+3.5% |