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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 | $68,121 | $73,955-7.9% | $96,520-29.4% | $75,181-9.4% |
| Participation rate | 38.7% | 66.4%-27.7pp | 74.3%-35.6pp | 67.2%-28.5pp |
| Annual return | 12.34% | 26.72%-14.4pp | 35.72%-23.4pp | 160.69%-148.3pp |
| Employer contribution / active EE | $799 | $2,930-72.7% | $3,739-78.6% | $2,671-70.1% |
| Participant deferral / active EE | $1,415 | $3,659-61.3% | $4,879-71.0% | $4,126-65.7% |
| Admin fee / account holder | $19,111 | $5,217+266.3% | $6,733+183.8% | $5,650+238.3% |