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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 | $45,662 | $87,106-47.6% | $105,607-56.8% | $80,935-43.6% |
| Participation rate | 67.3% | 70.4%-3.1pp | 75.3%-8.0pp | 67.7%-0.4pp |
| Annual return | 7.21% | 17.01%-9.8pp | 116.11%-108.9pp | 35.66%-28.5pp |
| Employer contribution / active EE | $943 | $2,396-60.6% | $3,167-70.2% | $2,757-65.8% |
| Participant deferral / active EE | $1,264 | $3,986-68.3% | $5,011-74.8% | $4,299-70.6% |
| Admin fee / account holder | $18,775 | $8,447+122.3% | $10,958+71.3% | $6,924+171.1% |