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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 | $82,336 | $106,749-22.9% | $145,433-43.4% | $82,448-0.1% |
| Participation rate | 55.2% | 75.6%-20.5pp | 82.1%-26.9pp | 68.1%-12.9pp |
| Annual return | 10.67% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $746 | $3,444-78.3% | $4,554-83.6% | $2,551-70.8% |
| Participant deferral / active EE | $1,252 | $6,519-80.8% | $7,897-84.1% | $4,139-69.7% |
| Admin fee / account holder | $1,499 | $8,390-82.1% | $13,129-88.6% | $7,234-79.3% |