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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 | $104,098-35.7% | $140,514-52.4% | $94,015-28.8% |
| Participation rate | 43.3% | 73.7%-30.4pp | 77.8%-34.5pp | 70.8%-27.5pp |
| Annual return | 9.29% | 15.14%-5.8pp | 14.36%-5.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $674 | $2,388-71.8% | $3,378-80.1% | $2,790-75.8% |
| Participant deferral / active EE | $1,770 | $4,033-56.1% | $4,919-64.0% | $4,249-58.3% |
| Admin fee / account holder | $14,717 | $10,439+41.0% | $13,697+7.4% | $8,951+64.4% |