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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 | $60,827 | $157,304-61.3% | $141,197-56.9% | $152,909-60.2% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 6.99% | 64.34%-57.4pp | 71.41%-64.4pp | 345.46%-338.5pp |
| Employer contribution / active EE | $1,065 | $5,263-79.8% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $1,467 | $7,111-79.4% | $6,710-78.1% | $5,851-74.9% |
| Admin fee / account holder | $19,952 | $12,126+64.5% | $10,265+94.4% | $11,601+72.0% |