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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 | $71,031 | $209,336-66.1% | $197,124-64.0% | $137,256-48.2% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 7.11% | 48.09%-41.0pp | 44.34%-37.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,223 | $6,591-66.3% | $6,227-64.3% | $4,156-46.5% |
| Participant deferral / active EE | $2,905 | $9,614-69.8% | $9,135-68.2% | $6,407-54.7% |
| Admin fee / account holder | $12,175 | $17,308-29.7% | $16,298-25.3% | $12,270-0.8% |