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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 | $63,531 | $110,212-42.4% | $96,534-34.2% | $139,466-54.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 6.02% | 26.42%-20.4pp | 25.88%-19.9pp | 373.66%-367.6pp |
| Employer contribution / active EE | $810 | $3,620-77.6% | $2,965-72.7% | $4,754-83.0% |
| Participant deferral / active EE | $1,256 | $5,547-77.4% | $4,851-74.1% | $6,712-81.3% |
| Admin fee / account holder | $86,115 | $11,599+642.5% | $8,253+943.4% | $11,409+654.8% |