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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 | $63,619 | $78,520-19.0% | $96,576-34.1% | $82,448-22.8% |
| Participation rate | 36.7% | 77.7%-41.1pp | 81.4%-44.8pp | 68.1%-31.4pp |
| Annual return | 9.88% | 41.30%-31.4pp | 38.47%-28.6pp | 41.64%-31.8pp |
| Employer contribution / active EE | $760 | $2,630-71.1% | $3,553-78.6% | $2,551-70.2% |
| Participant deferral / active EE | $1,066 | $6,754-84.2% | $7,956-86.6% | $4,139-74.3% |
| Admin fee / account holder | $4,490 | $13,455-66.6% | $11,381-60.5% | $7,234-37.9% |