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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 | $62,374 | $85,766-27.3% | $136,298-54.2% | $70,126-11.1% |
| Participation rate | 51.7% | 74.2%-22.4pp | 81.9%-30.2pp | 69.5%-17.8pp |
| Annual return | 9.55% | 31.46%-21.9pp | 5156.27%-5146.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $774 | $2,966-73.9% | $4,696-83.5% | $2,343-66.9% |
| Participant deferral / active EE | $1,023 | $5,051-79.7% | $6,247-83.6% | $3,332-69.3% |
| Admin fee / account holder | $1,770 | $5,421-67.3% | $9,244-80.9% | $4,645-61.9% |