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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 | $59,743 | $91,559-34.7% | $133,971-55.4% | $79,852-25.2% |
| Participation rate | 64.7% | 73.3%-8.6pp | 79.8%-15.1pp | 69.6%-4.9pp |
| Annual return | 5.03% | 61.85%-56.8pp | 45.09%-40.1pp | 31.72%-26.7pp |
| Employer contribution / active EE | $1,005 | $2,384-57.8% | $3,919-74.3% | $2,471-59.3% |
| Participant deferral / active EE | $687 | $3,734-81.6% | $5,047-86.4% | $3,740-81.6% |
| Admin fee / account holder | $4,479 | $6,321-29.1% | $8,929-49.8% | $5,306-15.6% |