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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 | $78,770 | $97,648-19.3% | $121,663-35.3% | $87,485-10.0% |
| Participation rate | 41.9% | 70.5%-28.5pp | 74.5%-32.6pp | 68.9%-27.0pp |
| Annual return | 6.80% | 18.03%-11.2pp | 147.54%-140.7pp | 26.06%-19.3pp |
| Employer contribution / active EE | $667 | $2,300-71.0% | $3,020-77.9% | $2,596-74.3% |
| Participant deferral / active EE | $1,161 | $3,923-70.4% | $4,887-76.3% | $4,274-72.8% |
| Admin fee / account holder | $5,916 | $11,100-46.7% | $14,289-58.6% | $7,775-23.9% |