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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 | $62,477 | $79,169-21.1% | $100,415-37.8% | $74,478-16.1% |
| Participation rate | 48.7% | 79.4%-30.7pp | 81.5%-32.8pp | 67.2%-18.5pp |
| Annual return | 8.88% | 20.51%-11.6pp | 49.47%-40.6pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $838 | $3,017-72.2% | $3,943-78.7% | $2,626-68.1% |
| Participant deferral / active EE | $2,451 | $7,751-68.4% | $8,091-69.7% | $4,350-43.7% |
| Admin fee / account holder | $8,133 | $1,337+508.1% | $7,906+2.9% | $1,946+318.0% |