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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 | $223,823-68.3% | $211,142-66.4% | $154,746-54.1% |
| Participation rate | 63.6% | 87.9%-24.2pp | 87.3%-23.7pp | 80.7%-17.1pp |
| Annual return | 7.11% | 50.39%-43.3pp | 46.84%-39.7pp | 172.34%-165.2pp |
| Employer contribution / active EE | $2,223 | $6,787-67.2% | $6,442-65.5% | $4,379-49.2% |
| Participant deferral / active EE | $2,905 | $9,750-70.2% | $9,284-68.7% | $6,730-56.8% |
| Admin fee / account holder | $12,175 | $19,707-38.2% | $19,076-36.2% | $14,365-15.2% |