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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 | $60,585 | $76,407-20.7% | $150,298-59.7% | $82,448-26.5% |
| Participation rate | 7.0% | 66.4%-59.4pp | 77.8%-70.7pp | 68.1%-61.1pp |
| Annual return | 6.13% | 39.99%-33.9pp | 62.79%-56.7pp | 41.64%-35.5pp |
| Employer contribution / active EE | $684 | $2,614-73.8% | $4,154-83.5% | $2,551-73.2% |
| Participant deferral / active EE | $544 | $3,214-83.1% | $5,453-90.0% | $4,139-86.9% |
| Admin fee / account holder | $4,862 | $6,352-23.5% | $14,116-65.6% | $7,234-32.8% |