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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 | $136,860-46.7% | $120,344-39.4% | $154,746-52.9% |
| Participation rate | 46.7% | 79.9%-33.2pp | 76.7%-30.0pp | 80.7%-34.0pp |
| Annual return | 8.60% | 21.38%-12.8pp | 20.30%-11.7pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,339 | $3,533-62.1% | $3,020-55.7% | $4,379-69.4% |
| Participant deferral / active EE | $1,715 | $5,793-70.4% | $5,135-66.6% | $6,730-74.5% |
| Admin fee / account holder | $48,625 | $15,393+215.9% | $12,742+281.6% | $14,365+238.5% |