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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 | $55,728 | $137,414-59.4% | $189,537-70.6% | $85,847-35.1% |
| Participation rate | 66.1% | 84.6%-18.5pp | 87.8%-21.7pp | 69.3%-3.2pp |
| Annual return | 11.45% | 38.14%-26.7pp | 555.34%-543.9pp | 318.61%-307.2pp |
| Employer contribution / active EE | $1,472 | $4,344-66.1% | $6,161-76.1% | $2,565-42.6% |
| Participant deferral / active EE | $2,959 | $6,260-52.7% | $8,220-64.0% | $3,952-25.1% |
| Admin fee / account holder | $2,367 | $8,630-72.6% | $12,048-80.4% | $6,261-62.2% |