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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 | $106,524-18.9% | $152,301-43.3% | $87,485-1.2% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.4%-28.6pp | 68.9%-15.1pp |
| Annual return | 11.67% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $638 | $3,371-81.1% | $4,624-86.2% | $2,596-75.4% |
| Participant deferral / active EE | $2,208 | $6,525-66.2% | $8,004-72.4% | $4,274-48.3% |
| Admin fee / account holder | $2,076 | $8,287-74.9% | $14,398-85.6% | $7,775-73.3% |