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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 | $61,259 | $85,766-28.6% | $136,298-55.1% | $70,126-12.6% |
| Participation rate | 57.3% | 74.2%-16.9pp | 81.9%-24.6pp | 69.5%-12.2pp |
| Annual return | 13.43% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $594 | $2,966-80.0% | $4,696-87.4% | $2,343-74.7% |
| Participant deferral / active EE | $1,598 | $5,051-68.4% | $6,247-74.4% | $3,332-52.0% |
| Admin fee / account holder | $2,189 | $5,421-59.6% | $9,244-76.3% | $4,645-52.9% |