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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 | $73,576 | $104,098-29.3% | $140,514-47.6% | $94,015-21.7% |
| Participation rate | 68.2% | 73.7%-5.5pp | 77.8%-9.6pp | 70.8%-2.6pp |
| Annual return | 6.79% | 15.14%-8.3pp | 14.36%-7.6pp | 17.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $882 | $4,033-78.1% | $4,919-82.1% | $4,249-79.3% |
| Admin fee / account holder | $14,620 | $10,439+40.1% | $13,697+6.7% | $8,951+63.3% |