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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 | $85,625 | $110,307-22.4% | $96,576-11.3% | $139,456-38.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 1.77% | 26.40%-24.6pp | 25.87%-24.1pp | 373.45%-371.7pp |
| Employer contribution / active EE | $879 | $3,619-75.7% | $2,965-70.4% | $4,753-81.5% |
| Participant deferral / active EE | $1,357 | $5,547-75.5% | $4,851-72.0% | $6,711-79.8% |
| Admin fee / account holder | $13,694 | $11,597+18.1% | $8,253+65.9% | $11,407+20.1% |