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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 | $65,116 | $81,504-20.1% | $102,437-36.4% | $80,959-19.6% |
| Participation rate | 23.5% | 66.9%-43.3pp | 74.5%-51.0pp | 67.7%-44.1pp |
| Annual return | 9.89% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $850 | $3,104-72.6% | $3,871-78.0% | $2,757-69.2% |
| Participant deferral / active EE | $1,415 | $3,871-63.4% | $5,060-72.0% | $4,300-67.1% |
| Admin fee / account holder | $365 | $6,719-94.6% | $8,388-95.6% | $6,925-94.7% |