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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 | $50,678 | $165,351-69.4% | $149,710-66.1% | $158,931-68.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 6.71% | 348.19%-341.5pp | 276.63%-269.9pp | 302.86%-296.2pp |
| Employer contribution / active EE | $1,285 | $5,103-74.8% | $4,645-72.3% | $4,761-73.0% |
| Participant deferral / active EE | $1,545 | $7,181-78.5% | $6,842-77.4% | $5,982-74.2% |
| Admin fee / account holder | $15,949 | $10,807+47.6% | $9,309+71.3% | $11,247+41.8% |