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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 | $61,790 | $201,370-69.3% | $184,256-66.5% | $145,897-57.6% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 3.88% | 29.05%-25.2pp | 28.85%-25.0pp | 552.29%-548.4pp |
| Employer contribution / active EE | $1,558 | $7,024-77.8% | $6,427-75.8% | $4,663-66.6% |
| Participant deferral / active EE | $2,257 | $9,808-77.0% | $9,133-75.3% | $6,689-66.3% |
| Admin fee / account holder | $143,948 | $16,364+779.7% | $13,899+935.6% | $13,390+975.0% |