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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 | $64,543 | $87,733-26.4% | $106,555-39.4% | $85,847-24.8% |
| Participation rate | 42.1% | 71.9%-29.8pp | 76.1%-34.0pp | 69.3%-27.2pp |
| Annual return | 9.16% | 21.86%-12.7pp | 26.80%-17.6pp | 318.61%-309.4pp |
| Employer contribution / active EE | $576 | $2,073-72.2% | $2,819-79.6% | $2,565-77.5% |
| Participant deferral / active EE | $1,311 | $3,469-62.2% | $4,399-70.2% | $3,952-66.8% |
| Admin fee / account holder | $2,086 | $6,767-69.2% | $7,408-71.8% | $6,261-66.7% |