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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 | $57,829 | $108,911-46.9% | $100,392-42.4% | $145,884-60.4% |
| Participation rate | 45.0% | 83.0%-38.0pp | 81.5%-36.5pp | 80.3%-35.3pp |
| Annual return | 9.84% | 58.23%-48.4pp | 49.45%-39.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,573 | $4,420-19.2% | $3,941-9.4% | $4,662-23.4% |
| Participant deferral / active EE | $1,682 | $8,459-80.1% | $8,090-79.2% | $6,690-74.9% |
| Admin fee / account holder | $2,247 | $9,698-76.8% | $7,904-71.6% | $13,392-83.2% |