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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 | $58,173 | $165,399-64.8% | $149,745-61.2% | $158,982-63.4% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 7.13% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $1,363 | $5,105-73.3% | $4,646-70.7% | $4,763-71.4% |
| Participant deferral / active EE | $1,616 | $7,183-77.5% | $6,843-76.4% | $5,983-73.0% |
| Admin fee / account holder | $43,270 | $10,811+300.2% | $9,312+364.7% | $11,252+284.6% |