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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 | $32,919 | $80,748-59.2% | $102,383-67.8% | $74,429-55.8% |
| Participation rate | 61.7% | 65.7%-4.0pp | 74.5%-12.8pp | 67.2%-5.5pp |
| Annual return | 11.10% | 27.57%-16.5pp | 24.94%-13.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $8,083 | $3,159+155.8% | $3,870+108.8% | $2,625+207.9% |
| Participant deferral / active EE | $967 | $3,861-75.0% | $5,060-80.9% | $4,348-77.8% |
| Admin fee / account holder | $13,870 | $2,371+485.0% | $8,391+65.3% | $1,944+613.4% |