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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 | $110,410-35.6% | $102,437-30.6% | $145,897-51.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.57% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,324 | $4,217-68.6% | $3,871-65.8% | $4,663-71.6% |
| Participant deferral / active EE | $1,046 | $5,622-81.4% | $5,060-79.3% | $6,689-84.4% |
| Admin fee / account holder | $18,151 | $9,745+86.3% | $8,388+116.4% | $13,390+35.6% |