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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 | $66,854 | $81,504-18.0% | $102,437-34.7% | $80,959-17.4% |
| Participation rate | 62.7% | 66.9%-4.1pp | 74.5%-11.8pp | 67.7%-4.9pp |
| Annual return | 10.37% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $3,161 | $3,104+1.8% | $3,871-18.3% | $2,757+14.6% |
| Participant deferral / active EE | $1,447 | $3,871-62.6% | $5,060-71.4% | $4,300-66.4% |
| Admin fee / account holder | $5,966 | $6,719-11.2% | $8,388-28.9% | $6,925-13.9% |