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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 | $73,414 | $106,749-31.2% | $145,433-49.5% | $82,448-11.0% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 6.81% | 27.59%-20.8pp | 66.58%-59.8pp | 41.64%-34.8pp |
| Employer contribution / active EE | $878 | $3,444-74.5% | $4,554-80.7% | $2,551-65.6% |
| Participant deferral / active EE | $1,677 | $6,519-74.3% | $7,897-78.8% | $4,139-59.5% |
| Admin fee / account holder | $4,097 | $8,390-51.2% | $13,129-68.8% | $7,234-43.4% |