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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 | $63,668 | $87,166-27.0% | $76,735-17.0% | $137,256-53.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 6.15% | 26.50%-20.3pp | 29.77%-23.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $847 | $2,904-70.8% | $2,454-65.5% | $4,156-79.6% |
| Participant deferral / active EE | $1,012 | $4,726-78.6% | $4,088-75.3% | $6,407-84.2% |
| Admin fee / account holder | $26,381 | $8,403+213.9% | $7,189+266.9% | $12,270+115.0% |