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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 | $49,761 | $114,119-56.4% | $107,187-53.6% | $138,895-64.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 9.08% | 273.21%-264.1pp | 204.55%-195.5pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,060 | $4,059-73.9% | $3,782-72.0% | $4,194-74.7% |
| Participant deferral / active EE | $1,060 | $5,538-80.9% | $5,096-79.2% | $6,396-83.4% |
| Admin fee / account holder | $657 | $10,024-93.5% | $9,162-92.8% | $12,562-94.8% |