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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 | $67,782 | $129,737-47.8% | $119,126-43.1% | $154,746-56.2% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 8.55% | 379.08%-370.5pp | 282.11%-273.6pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,149 | $4,375-73.7% | $4,034-71.5% | $4,379-73.8% |
| Participant deferral / active EE | $1,694 | $5,842-71.0% | $5,318-68.1% | $6,730-74.8% |
| Admin fee / account holder | $8,608 | $11,961-28.0% | $10,693-19.5% | $14,365-40.1% |