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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 | $74,413 | $86,298-13.8% | $111,308-33.1% | $85,847-13.3% |
| Participation rate | 56.3% | 73.3%-17.1pp | 77.3%-21.1pp | 69.3%-13.1pp |
| Annual return | 7.72% | 19.99%-12.3pp | 54.67%-46.9pp | 318.61%-310.9pp |
| Employer contribution / active EE | $2,467 | $2,044+20.7% | $2,732-9.7% | $2,565-3.8% |
| Participant deferral / active EE | $1,312 | $3,641-64.0% | $4,487-70.8% | $3,952-66.8% |
| Admin fee / account holder | $30,722 | $8,189+275.1% | $7,965+285.7% | $6,261+390.7% |