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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 | $157,270-61.3% | $141,173-56.9% | $152,870-60.2% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 6.99% | 64.33%-57.3pp | 71.40%-64.4pp | 345.34%-338.4pp |
| Employer contribution / active EE | $1,065 | $5,261-79.8% | $4,735-77.5% | $4,763-77.6% |
| Participant deferral / active EE | $1,467 | $7,110-79.4% | $6,710-78.1% | $5,850-74.9% |
| Admin fee / account holder | $19,952 | $12,121+64.6% | $10,262+94.4% | $11,597+72.1% |