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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 | $71,014 | $86,294-17.7% | $111,303-36.2% | $85,856-17.3% |
| Participation rate | 53.1% | 73.3%-20.2pp | 77.3%-24.2pp | 69.3%-16.2pp |
| Annual return | 6.86% | 19.99%-13.1pp | 54.66%-47.8pp | 318.58%-311.7pp |
| Employer contribution / active EE | $959 | $2,043-53.1% | $2,731-64.9% | $2,565-62.6% |
| Participant deferral / active EE | $1,322 | $3,641-63.7% | $4,487-70.5% | $3,952-66.5% |
| Admin fee / account holder | $3,074 | $8,189-62.5% | $7,966-61.4% | $6,261-50.9% |