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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 | $62,453 | $110,337-43.4% | $102,383-39.0% | $145,877-57.2% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 7.41% | 24.83%-17.4pp | 24.94%-17.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,019 | $4,216-75.8% | $3,870-73.7% | $4,663-78.2% |
| Participant deferral / active EE | $1,225 | $5,621-78.2% | $5,060-75.8% | $6,691-81.7% |
| Admin fee / account holder | $426 | $9,750-95.6% | $8,391-94.9% | $13,402-96.8% |