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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 | $61,291 | $73,955-17.1% | $96,520-36.5% | $75,181-18.5% |
| Participation rate | 16.1% | 66.4%-50.3pp | 74.3%-58.2pp | 67.2%-51.1pp |
| Annual return | 12.36% | 26.72%-14.4pp | 35.72%-23.4pp | 160.69%-148.3pp |
| Employer contribution / active EE | $735 | $2,930-74.9% | $3,739-80.3% | $2,671-72.5% |
| Participant deferral / active EE | $1,060 | $3,659-71.0% | $4,879-78.3% | $4,126-74.3% |
| Admin fee / account holder | $5,951 | $5,217+14.1% | $6,733-11.6% | $5,650+5.3% |