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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 | $73,286 | $86,949-15.7% | $102,460-28.5% | $80,959-9.5% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.7pp | 67.7%-13.8pp |
| Annual return | 6.26% | 18.89%-12.6pp | 29.47%-23.2pp | 35.67%-29.4pp |
| Employer contribution / active EE | $705 | $2,370-70.2% | $3,025-76.7% | $2,757-74.4% |
| Participant deferral / active EE | $855 | $4,121-79.3% | $5,056-83.1% | $4,300-80.1% |
| Admin fee / account holder | $5,169 | $8,048-35.8% | $9,460-45.4% | $6,925-25.4% |