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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 | $25,274 | $89,259-71.7% | $107,187-76.4% | $82,637-69.4% |
| Participation rate | 59.5% | 67.9%-8.5pp | 75.0%-15.6pp | 68.1%-8.6pp |
| Annual return | 12.64% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $3,928 | $3,080+27.5% | $3,782+3.9% | $2,552+53.9% |
| Participant deferral / active EE | $626 | $4,037-84.5% | $5,096-87.7% | $4,126-84.8% |
| Admin fee / account holder | $2,520 | $7,381-65.9% | $9,162-72.5% | $7,339-65.7% |