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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 | $56,106 | $74,535-24.7% | $100,712-44.3% | $82,637-32.1% |
| Participation rate | 60.3% | 61.2%-0.9pp | 69.3%-9.0pp | 68.1%-7.8pp |
| Annual return | 11.19% | 18.92%-7.7pp | 33.27%-22.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $911 | $3,074-70.4% | $4,085-77.7% | $4,126-77.9% |
| Admin fee / account holder | $1,759 | $6,576-73.2% | $9,256-81.0% | $7,339-76.0% |