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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 | $61,184 | $79,209-22.8% | $102,434-40.3% | $74,459-17.8% |
| Participation rate | 66.4% | 74.8%-8.4pp | 76.5%-10.1pp | 67.2%-0.9pp |
| Annual return | 7.90% | 54.98%-47.1pp | 29.46%-21.6pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $1,747 | $2,362-26.1% | $3,023-42.2% | $2,626-33.5% |
| Participant deferral / active EE | $1,922 | $4,417-56.5% | $5,055-62.0% | $4,350-55.8% |
| Admin fee / account holder | $1,899 | $2,002-5.1% | $9,462-79.9% | $1,945-2.3% |