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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 | $60,948 | $111,535-45.4% | $105,223-42.1% | $137,256-55.6% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 80.0%-21.1pp |
| Annual return | 10.87% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,104 | $3,939-72.0% | $3,689-70.1% | $4,156-73.4% |
| Participant deferral / active EE | $1,350 | $5,500-75.5% | $5,072-73.4% | $6,407-78.9% |
| Admin fee / account holder | $26,173 | $9,721+169.2% | $8,859+195.4% | $12,270+113.3% |