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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 | $70,571 | $76,551-7.8% | $123,894-43.0% | $62,881+12.2% |
| Participation rate | 35.7% | 73.0%-37.3pp | 81.4%-45.7pp | 69.3%-33.6pp |
| Annual return | 1.10% | 18.68%-17.6pp | 47.52%-46.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $742 | $2,882-74.2% | $4,617-83.9% | $2,281-67.5% |
| Participant deferral / active EE | $2,028 | $4,840-58.1% | $5,984-66.1% | $3,203-36.7% |
| Admin fee / account holder | $17,887 | $4,826+270.7% | $8,357+114.0% | $4,296+316.4% |