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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 | $81,492 | $86,949-6.3% | $102,460-20.5% | $80,959+0.7% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 9.92% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $961 | $2,370-59.4% | $3,025-68.2% | $2,757-65.1% |
| Participant deferral / active EE | $1,378 | $4,121-66.6% | $5,056-72.8% | $4,300-68.0% |
| Admin fee / account holder | $18,467 | $8,048+129.5% | $9,460+95.2% | $6,925+166.7% |