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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 | $68,803 | $111,814-38.5% | $103,374-33.4% | $145,959-52.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.44% | 24.77%-19.3pp | 24.89%-19.4pp | 561.95%-556.5pp |
| Employer contribution / active EE | $909 | $4,214-78.4% | $3,869-76.5% | $4,661-80.5% |
| Participant deferral / active EE | $1,368 | $5,618-75.7% | $5,058-73.0% | $6,689-79.5% |
| Admin fee / account holder | $6,874 | $9,754-29.5% | $8,394-18.1% | $13,398-48.7% |