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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 | $74,919 | $58,828+27.4% | $78,002-4.0% | $62,881+19.1% |
| Participation rate | 34.5% | 71.1%-36.5pp | 75.5%-41.0pp | 69.3%-34.8pp |
| Annual return | 1.31% | 17.16%-15.9pp | 425.99%-424.7pp | 20.14%-18.8pp |
| Employer contribution / active EE | $568 | $1,672-66.0% | $2,470-77.0% | $2,281-75.1% |
| Participant deferral / active EE | $704 | $2,686-73.8% | $3,497-79.9% | $3,203-78.0% |
| Admin fee / account holder | $3,777 | $4,393-14.0% | $5,481-31.1% | $4,296-12.1% |