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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 | $56,860 | $178,174-68.1% | $156,181-63.6% | $137,256-58.6% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.8%-48.8pp | 80.0%-50.0pp |
| Annual return | 7.14% | 84.19%-77.0pp | 64.87%-57.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,834 | $4,972-43.0% | $4,294-34.0% | $4,156-31.8% |
| Participant deferral / active EE | $355 | $6,888-94.9% | $6,132-94.2% | $6,407-94.5% |
| Admin fee / account holder | $29,553 | $17,404+69.8% | $14,586+102.6% | $12,270+140.9% |