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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 | $67,051 | $77,472-13.5% | $100,392-33.2% | $80,935-17.2% |
| Participation rate | 60.2% | 76.9%-16.7pp | 81.5%-21.3pp | 67.7%-7.4pp |
| Annual return | 10.80% | 37.26%-26.5pp | 49.45%-38.6pp | 35.66%-24.9pp |
| Employer contribution / active EE | $480 | $2,800-82.9% | $3,941-87.8% | $2,757-82.6% |
| Participant deferral / active EE | $2,068 | $6,818-69.7% | $8,090-74.4% | $4,299-51.9% |
| Admin fee / account holder | $3,228 | $5,885-45.1% | $7,904-59.2% | $6,924-53.4% |