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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 | $70,330 | $67,602+4.0% | $82,312-14.6% | $70,126+0.3% |
| Participation rate | 40.3% | 72.8%-32.4pp | 76.9%-36.6pp | 69.5%-29.2pp |
| Annual return | 11.50% | 21.57%-10.1pp | 25.88%-14.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $465 | $1,755-73.5% | $2,428-80.8% | $2,343-80.1% |
| Participant deferral / active EE | $1,015 | $2,987-66.0% | $3,706-72.6% | $3,332-69.5% |
| Admin fee / account holder | $10,174 | $4,512+125.5% | $5,608+81.4% | $4,645+119.0% |