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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 | $61,699 | $77,814-20.7% | $158,223-61.0% | $86,983-29.1% |
| Participation rate | 19.4% | 68.4%-49.0pp | 79.2%-59.8pp | 69.5%-50.1pp |
| Annual return | 10.03% | 30.54%-20.5pp | 52.09%-42.1pp | 25.83%-15.8pp |
| Employer contribution / active EE | $299 | $2,592-88.5% | $4,109-92.7% | $2,584-88.4% |
| Participant deferral / active EE | $333 | $3,270-89.8% | $5,467-93.9% | $4,194-92.0% |
| Admin fee / account holder | $1,764 | $5,879-70.0% | $16,047-89.0% | $7,856-77.5% |