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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 | $86,919-6.2% | $102,457-20.5% | $80,911+0.7% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 9.92% | 18.90%-9.0pp | 29.41%-19.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $961 | $2,368-59.4% | $3,022-68.2% | $2,756-65.1% |
| Participant deferral / active EE | $1,378 | $4,119-66.6% | $5,054-72.7% | $4,297-67.9% |
| Admin fee / account holder | $18,467 | $8,049+129.4% | $9,451+95.4% | $6,935+166.3% |