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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 | $63,483 | $81,504-22.1% | $102,437-38.0% | $80,959-21.6% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 8.24% | 25.60%-17.4pp | 24.95%-16.7pp | 35.67%-27.4pp |
| Employer contribution / active EE | $3,205 | $3,104+3.3% | $3,871-17.2% | $2,757+16.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,880 | $6,719-42.3% | $8,388-53.7% | $6,925-44.0% |