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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 | $51,703 | $106,280-51.4% | $96,538-46.4% | $139,487-62.9% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.3%-5.9pp | 80.3%-11.9pp |
| Annual return | 10.79% | 38.48%-27.7pp | 35.74%-24.9pp | 373.84%-363.0pp |
| Employer contribution / active EE | $8,927 | $4,107+117.4% | $3,740+138.7% | $4,755+87.7% |
| Participant deferral / active EE | $859 | $5,457-84.3% | $4,880-82.4% | $6,713-87.2% |
| Admin fee / account holder | $3,602 | $7,888-54.3% | $6,737-46.5% | $11,407-68.4% |