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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 | $56,818 | $105,200-46.0% | $159,474-64.4% | $85,847-33.8% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-17.9pp | 69.3%-4.4pp |
| Annual return | 11.56% | 45.08%-33.5pp | 263.68%-252.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $1,571 | $3,319-52.7% | $4,831-67.5% | $2,565-38.7% |
| Participant deferral / active EE | $2,273 | $5,946-61.8% | $7,353-69.1% | $3,952-42.5% |
| Admin fee / account holder | $1,814 | $6,934-73.8% | $10,802-83.2% | $6,261-71.0% |