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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 | $65,728 | $68,398-3.9% | $94,664-30.6% | $75,173-12.6% |
| Participation rate | 60.0% | 76.1%-16.1pp | 80.8%-20.8pp | 67.2%-7.2pp |
| Annual return | 6.45% | 616.72%-610.3pp | 156.84%-150.4pp | 160.72%-154.3pp |
| Employer contribution / active EE | $733 | $2,701-72.9% | $3,673-80.0% | $2,671-72.5% |
| Participant deferral / active EE | $2,224 | $6,537-66.0% | $7,417-70.0% | $4,126-46.1% |
| Admin fee / account holder | $332 | $5,324-93.8% | $7,222-95.4% | $5,651-94.1% |