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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 | $74,669 | $107,666-30.6% | $102,184-26.9% | $154,746-51.7% |
| Participation rate | 40.0% | 83.7%-43.7pp | 82.6%-42.6pp | 80.7%-40.7pp |
| Annual return | 8.15% | 29.33%-21.2pp | 31.58%-23.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,286 | $3,846-66.6% | $3,594-64.2% | $4,379-70.6% |
| Participant deferral / active EE | $514 | $8,719-94.1% | $8,309-93.8% | $6,730-92.4% |
| Admin fee / account holder | $5,570 | $12,943-57.0% | $11,609-52.0% | $14,365-61.2% |