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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 | $77,886 | $157,276-50.5% | $141,177-44.8% | $152,885-49.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 12.07% | 64.33%-52.3pp | 71.40%-59.3pp | 345.39%-333.3pp |
| Employer contribution / active EE | $1,244 | $5,262-76.4% | $4,736-73.7% | $4,763-73.9% |
| Participant deferral / active EE | $2,253 | $7,110-68.3% | $6,710-66.4% | $5,851-61.5% |
| Admin fee / account holder | $3,245 | $12,123-73.2% | $10,263-68.4% | $11,598-72.0% |