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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 | $57,455 | $110,337-47.9% | $102,383-43.9% | $145,877-60.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 3.82% | 24.83%-21.0pp | 24.94%-21.1pp | 551.28%-547.5pp |
| Employer contribution / active EE | $1,157 | $4,216-72.6% | $3,870-70.1% | $4,663-75.2% |
| Participant deferral / active EE | $1,443 | $5,621-74.3% | $5,060-71.5% | $6,691-78.4% |
| Admin fee / account holder | $7,874 | $9,750-19.2% | $8,391-6.2% | $13,402-41.2% |