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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 | $77,484 | $157,304-50.7% | $141,197-45.1% | $152,909-49.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 11.97% | 64.34%-52.4pp | 71.41%-59.4pp | 345.46%-333.5pp |
| Employer contribution / active EE | $1,192 | $5,263-77.3% | $4,736-74.8% | $4,764-75.0% |
| Participant deferral / active EE | $1,490 | $7,111-79.0% | $6,710-77.8% | $5,851-74.5% |
| Admin fee / account holder | $639 | $12,126-94.7% | $10,265-93.8% | $11,601-94.5% |