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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 | $72,904 | $124,425-41.4% | $112,040-34.9% | $137,256-46.9% |
| Participation rate | 46.7% | 79.3%-32.6pp | 76.5%-29.8pp | 80.0%-33.3pp |
| Annual return | 8.60% | 24.72%-16.1pp | 24.52%-15.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,339 | $3,411-60.7% | $2,954-54.7% | $4,156-67.8% |
| Participant deferral / active EE | $1,715 | $5,718-70.0% | $5,098-66.4% | $6,407-73.2% |
| Admin fee / account holder | $48,625 | $15,207+219.8% | $12,098+301.9% | $12,270+296.3% |