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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 | $61,210 | $172,111-64.4% | $150,298-59.3% | $137,256-55.4% |
| Participation rate | 22.7% | 81.7%-59.0pp | 77.8%-55.0pp | 80.0%-57.2pp |
| Annual return | 9.91% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,287 | $4,636-72.2% | $4,154-69.0% | $4,156-69.0% |
| Participant deferral / active EE | $668 | $6,166-89.2% | $5,453-87.8% | $6,407-89.6% |
| Admin fee / account holder | $9,734 | $16,471-40.9% | $14,116-31.0% | $12,270-20.7% |