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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 | $25,578 | $73,397-65.2% | $178,014-85.6% | $74,546-65.7% |
| Participation rate | 51.4% | 66.6%-15.2pp | 77.1%-25.7pp | 67.2%-15.8pp |
| Annual return | 8.19% | 17.49%-9.3pp | 294.80%-286.6pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $869 | $2,217-60.8% | $3,950-78.0% | $2,624-66.9% |
| Participant deferral / active EE | $1,217 | $4,512-73.0% | $6,276-80.6% | $4,347-72.0% |
| Admin fee / account holder | $1,869 | $1,809+3.3% | $10,362-82.0% | $1,944-3.8% |