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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 | $39,721 | $103,387-61.6% | $87,102-54.4% | $152,885-74.0% |
| Participation rate | 61.9% | 79.4%-17.4pp | 76.9%-15.0pp | 82.5%-20.5pp |
| Annual return | 10.24% | 28.10%-17.9pp | 28.19%-18.0pp | 345.39%-335.2pp |
| Employer contribution / active EE | $1,052 | $3,221-67.3% | $2,521-58.3% | $4,763-77.9% |
| Participant deferral / active EE | $207 | $4,778-95.7% | $4,048-94.9% | $5,851-96.5% |
| Admin fee / account holder | $5,599 | $12,193-54.1% | $7,491-25.3% | $11,598-51.7% |