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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 | $67,495 | $184,014-63.3% | $161,149-58.1% | $138,895-51.4% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.8%-25.9pp | 79.9%-27.0pp |
| Annual return | 9.49% | 21.52%-12.0pp | 21.16%-11.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,458 | $5,055-71.2% | $4,360-66.6% | $4,194-65.2% |
| Participant deferral / active EE | $1,955 | $6,909-71.7% | $6,153-68.2% | $6,396-69.4% |
| Admin fee / account holder | $69,954 | $18,027+288.1% | $15,194+360.4% | $12,562+456.9% |