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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 | $62,996 | $111,535-43.5% | $105,223-40.1% | $137,256-54.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 10.37% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,130 | $3,939-71.3% | $3,689-69.4% | $4,156-72.8% |
| Participant deferral / active EE | $1,434 | $5,500-73.9% | $5,072-71.7% | $6,407-77.6% |
| Admin fee / account holder | $1,038 | $9,721-89.3% | $8,859-88.3% | $12,270-91.5% |