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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 | $55,313 | $104,098-46.9% | $140,514-60.6% | $94,015-41.2% |
| Participation rate | 65.5% | 73.7%-8.2pp | 77.8%-12.3pp | 70.8%-5.3pp |
| Annual return | 8.28% | 15.14%-6.9pp | 14.36%-6.1pp | 17.84%-9.6pp |
| Employer contribution / active EE | $638 | $2,388-73.3% | $3,378-81.1% | $2,790-77.1% |
| Participant deferral / active EE | $1,439 | $4,033-64.3% | $4,919-70.7% | $4,249-66.1% |
| Admin fee / account holder | $8,825 | $10,439-15.5% | $13,697-35.6% | $8,951-1.4% |