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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 | $86,430 | $99,875-13.5% | $146,866-41.2% | $86,983-0.6% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.5%-28.7pp | 69.5%-15.7pp |
| Annual return | 11.67% | 28.10%-16.4pp | 102.85%-91.2pp | 25.83%-14.2pp |
| Employer contribution / active EE | $638 | $3,224-80.2% | $4,425-85.6% | $2,584-75.3% |
| Participant deferral / active EE | $2,208 | $6,322-65.1% | $7,759-71.5% | $4,194-47.4% |
| Admin fee / account holder | $2,076 | $7,838-73.5% | $13,620-84.8% | $7,856-73.6% |