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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 | $37,762 | $100,970-62.6% | $96,576-60.9% | $137,256-72.5% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 7.12% | 38.16%-31.0pp | 38.47%-31.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,336 | $3,809-64.9% | $3,553-62.4% | $4,156-67.9% |
| Participant deferral / active EE | $1,500 | $8,286-81.9% | $7,956-81.2% | $6,407-76.6% |
| Admin fee / account holder | $47,206 | $11,312+317.3% | $11,381+314.8% | $12,270+284.7% |