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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 | $67,546 | $78,520-14.0% | $96,576-30.1% | $82,448-18.1% |
| Participation rate | 37.2% | 77.7%-40.5pp | 81.4%-44.2pp | 68.1%-30.9pp |
| Annual return | 13.07% | 41.30%-28.2pp | 38.47%-25.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $679 | $2,630-74.2% | $3,553-80.9% | $2,551-73.4% |
| Participant deferral / active EE | $1,390 | $6,754-79.4% | $7,956-82.5% | $4,139-66.4% |
| Admin fee / account holder | $17,990 | $13,455+33.7% | $11,381+58.1% | $7,234+148.7% |