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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 | $110,410-43.4% | $102,437-39.0% | $145,897-57.2% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 7.41% | 24.85%-17.4pp | 24.95%-17.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,019 | $4,217-75.8% | $3,871-73.7% | $4,663-78.2% |
| Participant deferral / active EE | $1,225 | $5,622-78.2% | $5,060-75.8% | $6,689-81.7% |
| Admin fee / account holder | $426 | $9,745-95.6% | $8,388-94.9% | $13,390-96.8% |