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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 | $53,884 | $209,336-74.3% | $197,124-72.7% | $137,256-60.7% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 5.86% | 48.09%-42.2pp | 44.34%-38.5pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,364 | $6,591-79.3% | $6,227-78.1% | $4,156-67.2% |
| Participant deferral / active EE | $1,599 | $9,614-83.4% | $9,135-82.5% | $6,407-75.0% |
| Admin fee / account holder | $88,364 | $17,308+410.5% | $16,298+442.2% | $12,270+620.2% |