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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 | $67,725 | $78,520-13.7% | $96,576-29.9% | $82,448-17.9% |
| Participation rate | 61.7% | 77.7%-16.0pp | 81.4%-19.7pp | 68.1%-6.3pp |
| Annual return | 12.57% | 41.30%-28.7pp | 38.47%-25.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $944 | $2,630-64.1% | $3,553-73.4% | $2,551-63.0% |
| Participant deferral / active EE | $2,492 | $6,754-63.1% | $7,956-68.7% | $4,139-39.8% |
| Admin fee / account holder | $5,148 | $13,455-61.7% | $11,381-54.8% | $7,234-28.8% |