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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 | $67,069 | $148,629-54.9% | $135,982-50.7% | $139,487-51.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.20% | 79.33%-68.1pp | 68.32%-57.1pp | 373.84%-362.6pp |
| Employer contribution / active EE | $2,449 | $5,247-53.3% | $4,859-49.6% | $4,755-48.5% |
| Participant deferral / active EE | $1,472 | $8,102-81.8% | $7,760-81.0% | $6,713-78.1% |
| Admin fee / account holder | $3,567 | $12,406-71.2% | $10,767-66.9% | $11,407-68.7% |