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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 | $71,108 | $111,814-36.4% | $103,378-31.2% | $145,978-51.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.57% | 24.80%-18.2pp | 24.91%-18.3pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,324 | $4,215-68.6% | $3,870-65.8% | $4,662-71.6% |
| Participant deferral / active EE | $1,046 | $5,618-81.4% | $5,058-79.3% | $6,690-84.4% |
| Admin fee / account holder | $18,151 | $9,764+85.9% | $8,401+116.1% | $13,400+35.5% |