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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 | $70,545 | $73,978-4.6% | $96,515-26.9% | $75,173-6.2% |
| Participation rate | 46.7% | 66.4%-19.8pp | 74.3%-27.7pp | 67.2%-20.5pp |
| Annual return | 10.83% | 26.72%-15.9pp | 35.73%-24.9pp | 160.72%-149.9pp |
| Employer contribution / active EE | $989 | $2,931-66.2% | $3,740-73.5% | $2,671-63.0% |
| Participant deferral / active EE | $1,245 | $3,660-66.0% | $4,880-74.5% | $4,126-69.8% |
| Admin fee / account holder | $1,772 | $5,219-66.0% | $6,735-73.7% | $5,651-68.6% |