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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 | $64,164 | $114,119-43.8% | $107,187-40.1% | $138,895-53.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 7.08% | 273.21%-266.1pp | 204.55%-197.5pp | 145.39%-138.3pp |
| Employer contribution / active EE | $983 | $4,059-75.8% | $3,782-74.0% | $4,194-76.6% |
| Participant deferral / active EE | $1,175 | $5,538-78.8% | $5,096-76.9% | $6,396-81.6% |
| Admin fee / account holder | $117,549 | $10,024+1072.7% | $9,162+1183.0% | $12,562+835.7% |