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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 | $62,120 | $87,132-28.7% | $105,624-41.2% | $80,959-23.3% |
| Participation rate | 31.9% | 70.4%-38.5pp | 75.3%-43.4pp | 67.7%-35.8pp |
| Annual return | 8.48% | 17.03%-8.5pp | 116.20%-107.7pp | 35.67%-27.2pp |
| Employer contribution / active EE | $856 | $2,397-64.3% | $3,168-73.0% | $2,757-69.0% |
| Participant deferral / active EE | $1,404 | $3,985-64.8% | $5,013-72.0% | $4,300-67.4% |
| Admin fee / account holder | $2,169 | $8,449-74.3% | $10,961-80.2% | $6,925-68.7% |