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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 | $66,142 | $55,713+18.7% | $75,901-12.9% | $72,975-9.4% |
| Participation rate | 38.2% | 61.1%-23.0pp | 69.3%-31.1pp | 69.5%-31.3pp |
| Annual return | 4.06% | 27.60%-23.5pp | 30.76%-26.7pp | 81.01%-76.9pp |
| Employer contribution / active EE | $555 | $1,687-67.1% | $2,501-77.8% | $2,440-77.3% |
| Participant deferral / active EE | $87 | $2,634-96.7% | $3,603-97.6% | $3,608-97.6% |
| Admin fee / account holder | $8,581 | $3,980+115.6% | $5,420+58.3% | $5,124+67.5% |