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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 | $59,581 | $154,228-61.4% | $145,433-59.0% | $137,256-56.6% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 80.0%-25.0pp |
| Annual return | 11.22% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,245 | $4,804-74.1% | $4,554-72.7% | $4,156-70.0% |
| Participant deferral / active EE | $2,128 | $8,216-74.1% | $7,897-73.1% | $6,407-66.8% |
| Admin fee / account holder | $32,409 | $14,344+126.0% | $13,129+146.9% | $12,270+164.1% |