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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 | $66,906 | $105,200-36.4% | $159,474-58.0% | $85,847-22.1% |
| Participation rate | 46.6% | 75.8%-29.2pp | 82.8%-36.3pp | 69.3%-22.7pp |
| Annual return | 10.68% | 45.08%-34.4pp | 263.68%-253.0pp | 318.61%-307.9pp |
| Employer contribution / active EE | $643 | $3,319-80.6% | $4,831-86.7% | $2,565-74.9% |
| Participant deferral / active EE | $986 | $5,946-83.4% | $7,353-86.6% | $3,952-75.0% |
| Admin fee / account holder | $3,252 | $6,934-53.1% | $10,802-69.9% | $6,261-48.1% |