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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 | $114,119-44.8% | $107,187-41.2% | $138,895-54.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 10.37% | 273.21%-262.8pp | 204.55%-194.2pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,130 | $4,059-72.2% | $3,782-70.1% | $4,194-73.1% |
| Participant deferral / active EE | $1,434 | $5,538-74.1% | $5,096-71.9% | $6,396-77.6% |
| Admin fee / account holder | $1,038 | $10,024-89.6% | $9,162-88.7% | $12,562-91.7% |