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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 | $71,817 | $98,760-27.3% | $149,715-52.0% | $79,858-10.1% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.5%-16.9pp | 69.6%-4.1pp |
| Annual return | 8.65% | 27.43%-18.8pp | 276.66%-268.0pp | 31.72%-23.1pp |
| Employer contribution / active EE | $1,328 | $3,217-58.7% | $4,645-71.4% | $2,471-46.3% |
| Participant deferral / active EE | $1,884 | $5,681-66.8% | $6,842-72.5% | $3,740-49.6% |
| Admin fee / account holder | $15,274 | $6,053+152.3% | $9,310+64.1% | $5,306+187.9% |