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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 | $77,357 | $105,210-26.5% | $159,487-51.5% | $85,851-9.9% |
| Participation rate | 37.1% | 75.8%-38.7pp | 82.8%-45.7pp | 69.3%-32.2pp |
| Annual return | 9.35% | 45.08%-35.7pp | 263.71%-254.4pp | 318.63%-309.3pp |
| Employer contribution / active EE | $1,048 | $3,319-68.4% | $4,831-78.3% | $2,565-59.1% |
| Participant deferral / active EE | $1,680 | $5,946-71.7% | $7,354-77.2% | $3,952-57.5% |
| Admin fee / account holder | $20,486 | $6,934+195.4% | $10,804+89.6% | $6,261+227.2% |