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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 | $68,928 | $137,414-49.8% | $189,520-63.6% | $85,856-19.7% |
| Participation rate | 67.7% | 84.6%-16.9pp | 87.8%-20.1pp | 69.3%-1.6pp |
| Annual return | 11.32% | 38.14%-26.8pp | 555.25%-543.9pp | 318.58%-307.3pp |
| Employer contribution / active EE | $1,568 | $4,344-63.9% | $6,161-74.6% | $2,565-38.9% |
| Participant deferral / active EE | $1,977 | $6,260-68.4% | $8,220-76.0% | $3,952-50.0% |
| Admin fee / account holder | $13,480 | $8,630+56.2% | $12,046+11.9% | $6,261+115.3% |