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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 | $72,316 | $80,992-10.7% | $96,534-25.1% | $75,173-3.8% |
| Participation rate | 28.1% | 71.8%-43.7pp | 76.0%-47.9pp | 67.2%-39.1pp |
| Annual return | 9.48% | 27.05%-17.6pp | 25.88%-16.4pp | 160.72%-151.2pp |
| Employer contribution / active EE | $820 | $2,283-64.1% | $2,965-72.4% | $2,671-69.3% |
| Participant deferral / active EE | $1,457 | $3,929-62.9% | $4,851-70.0% | $4,126-64.7% |
| Admin fee / account holder | $5,664 | $6,717-15.7% | $8,253-31.4% | $5,651+0.2% |