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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 | $62,366 | $65,395-4.6% | $182,540-65.8% | $72,975-14.5% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 69.5%-36.2pp |
| Annual return | 16.29% | 27.68%-11.4pp | 148.58%-132.3pp | 81.01%-64.7pp |
| Employer contribution / active EE | $873 | $1,911-54.3% | $4,076-78.6% | $2,440-64.2% |
| Participant deferral / active EE | $1,105 | $3,563-69.0% | $5,525-80.0% | $3,608-69.4% |
| Admin fee / account holder | $9,181 | $4,245+116.3% | $8,593+6.8% | $5,124+79.2% |