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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 | $76,649 | $137,414-44.2% | $189,520-59.6% | $85,856-10.7% |
| Participation rate | 66.0% | 84.6%-18.6pp | 87.8%-21.8pp | 69.3%-3.3pp |
| Annual return | 11.05% | 38.14%-27.1pp | 555.25%-544.2pp | 318.58%-307.5pp |
| Employer contribution / active EE | $1,819 | $4,344-58.1% | $6,161-70.5% | $2,565-29.1% |
| Participant deferral / active EE | $2,699 | $6,260-56.9% | $8,220-67.2% | $3,952-31.7% |
| Admin fee / account holder | $1,207 | $8,630-86.0% | $12,046-90.0% | $6,261-80.7% |