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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 | $106,524-31.1% | $152,301-51.8% | $87,485-16.1% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.4%-19.9pp | 68.9%-6.4pp |
| Annual return | 6.81% | 26.89%-20.1pp | 80.50%-73.7pp | 26.06%-19.2pp |
| Employer contribution / active EE | $878 | $3,371-73.9% | $4,624-81.0% | $2,596-66.2% |
| Participant deferral / active EE | $1,677 | $6,525-74.3% | $8,004-79.1% | $4,274-60.8% |
| Admin fee / account holder | $4,097 | $8,287-50.6% | $14,398-71.5% | $7,775-47.3% |