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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 | $66,927 | $97,550-31.4% | $120,344-44.4% | $87,485-23.5% |
| Participation rate | 43.3% | 72.8%-29.5pp | 76.7%-33.4pp | 68.9%-25.6pp |
| Annual return | 9.29% | 18.41%-9.1pp | 20.30%-11.0pp | 26.06%-16.8pp |
| Employer contribution / active EE | $674 | $2,291-70.6% | $3,020-77.7% | $2,596-74.0% |
| Participant deferral / active EE | $1,770 | $4,230-58.2% | $5,135-65.5% | $4,274-58.6% |
| Admin fee / account holder | $14,717 | $9,543+54.2% | $12,742+15.5% | $7,775+89.3% |