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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 | $107,733-40.9% | $92,985-31.5% | $154,746-58.9% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 6.15% | 30.39%-24.2pp | 27.99%-21.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $847 | $3,126-72.9% | $2,662-68.2% | $4,379-80.7% |
| Participant deferral / active EE | $1,012 | $5,053-80.0% | $4,377-76.9% | $6,730-85.0% |
| Admin fee / account holder | $26,381 | $11,369+132.0% | $9,463+178.8% | $14,365+83.6% |