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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 | $62,007 | $100,041-38.0% | $149,718-58.6% | $70,131-11.6% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.1%-17.8pp | 69.5%-0.3pp |
| Annual return | 12.55% | 27.43%-14.9pp | 1501.70%-1489.1pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,167 | $3,662-68.1% | $5,444-78.6% | $2,342-50.2% |
| Participant deferral / active EE | $2,076 | $4,983-58.3% | $6,568-68.4% | $3,332-37.7% |
| Admin fee / account holder | $1,128 | $8,286-86.4% | $11,283-90.0% | $4,645-75.7% |