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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 | $32,920 | $178,174-81.5% | $156,181-78.9% | $137,256-76.0% |
| Participation rate | 36.4% | 82.0%-45.7pp | 78.8%-42.5pp | 80.0%-43.6pp |
| Annual return | 7.10% | 84.19%-77.1pp | 64.87%-57.8pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,687 | $4,972-66.1% | $4,294-60.7% | $4,156-59.4% |
| Participant deferral / active EE | $1,792 | $6,888-74.0% | $6,132-70.8% | $6,407-72.0% |
| Admin fee / account holder | $52,318 | $17,404+200.6% | $14,586+258.7% | $12,270+326.4% |