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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 | $67,557 | $157,296-57.1% | $141,191-52.2% | $152,897-55.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 9.16% | 64.34%-55.2pp | 71.41%-62.2pp | 345.43%-336.3pp |
| Employer contribution / active EE | $1,076 | $5,262-79.6% | $4,736-77.3% | $4,764-77.4% |
| Participant deferral / active EE | $1,076 | $7,111-84.9% | $6,710-84.0% | $5,851-81.6% |
| Admin fee / account holder | $8,205 | $12,125-32.3% | $10,264-20.1% | $11,599-29.3% |