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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 | $60,598 | $232,540-73.9% | $185,117-67.3% | $147,585-58.9% |
| Participation rate | 30.4% | 82.4%-51.9pp | 77.3%-46.8pp | 82.8%-52.4pp |
| Annual return | 6.49% | 43.03%-36.5pp | 40.50%-34.0pp | 578.58%-572.1pp |
| Employer contribution / active EE | $1,894 | $5,195-63.5% | $4,182-54.7% | $4,876-61.2% |
| Participant deferral / active EE | $393 | $5,834-93.3% | $5,045-92.2% | $5,439-92.8% |
| Admin fee / account holder | $10,728 | $10,275+4.4% | $8,159+31.5% | $10,886-1.4% |