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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 | $65,165 | $70,684-7.8% | $169,397-61.5% | $75,177-13.3% |
| Participation rate | 38.9% | 64.8%-25.9pp | 77.2%-38.3pp | 67.2%-28.3pp |
| Annual return | 11.59% | 36.38%-24.8pp | 406.23%-394.6pp | 160.75%-149.2pp |
| Employer contribution / active EE | $619 | $2,211-72.0% | $4,013-84.6% | $2,671-76.8% |
| Participant deferral / active EE | $1,282 | $4,310-70.3% | $6,223-79.4% | $4,126-68.9% |
| Admin fee / account holder | $5,147 | $5,404-4.8% | $9,017-42.9% | $5,651-8.9% |