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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 | $68,061 | $80,763-15.7% | $102,412-33.5% | $74,459-8.6% |
| Participation rate | 44.1% | 65.7%-21.5pp | 74.5%-30.4pp | 67.2%-23.1pp |
| Annual return | 10.24% | 27.57%-17.3pp | 24.94%-14.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $4,155 | $3,160+31.5% | $3,870+7.4% | $2,626+58.2% |
| Participant deferral / active EE | $1,461 | $3,862-62.2% | $5,060-71.1% | $4,350-66.4% |
| Admin fee / account holder | $1,548 | $2,371-34.7% | $8,388-81.5% | $1,945-20.4% |