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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 | $62,111 | $102,609-39.5% | $98,090-36.7% | $138,895-55.3% |
| Participation rate | 26.3% | 82.8%-56.5pp | 81.5%-55.2pp | 79.9%-53.6pp |
| Annual return | 11.88% | 36.44%-24.6pp | 37.05%-25.2pp | 145.39%-133.5pp |
| Employer contribution / active EE | $604 | $3,867-84.4% | $3,606-83.3% | $4,194-85.6% |
| Participant deferral / active EE | $864 | $8,167-89.4% | $7,845-89.0% | $6,396-86.5% |
| Admin fee / account holder | $56,551 | $11,434+394.6% | $11,815+378.6% | $12,562+350.2% |