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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 | $79,051 | $123,793-36.1% | $177,827-55.5% | $79,858-1.0% |
| Participation rate | 55.6% | 84.7%-29.1pp | 87.7%-32.2pp | 69.6%-14.1pp |
| Annual return | 6.21% | 22.82%-16.6pp | 48.32%-42.1pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,456 | $4,095-64.5% | $5,918-75.4% | $2,471-41.1% |
| Participant deferral / active EE | $2,066 | $5,956-65.3% | $7,713-73.2% | $3,740-44.8% |
| Admin fee / account holder | $2,730 | $7,243-62.3% | $12,429-78.0% | $5,306-48.6% |