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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 | $62,184 | $209,336-70.3% | $197,124-68.5% | $137,256-54.7% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 0.99% | 48.09%-47.1pp | 44.34%-43.4pp | 220.34%-219.3pp |
| Employer contribution / active EE | $2,355 | $6,591-64.3% | $6,227-62.2% | $4,156-43.3% |
| Participant deferral / active EE | $2,472 | $9,614-74.3% | $9,135-72.9% | $6,407-61.4% |
| Admin fee / account holder | $35,943 | $17,308+107.7% | $16,298+120.5% | $12,270+192.9% |