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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 | $109,620-28.1% | $148,496-47.0% | $94,015-16.2% |
| Participation rate | 41.9% | 71.3%-29.3pp | 76.0%-34.1pp | 70.8%-28.9pp |
| Annual return | 6.80% | 17.54%-10.7pp | 12.33%-5.5pp | 17.84%-11.0pp |
| Employer contribution / active EE | $667 | $2,618-74.5% | $3,497-80.9% | $2,790-76.1% |
| Participant deferral / active EE | $1,161 | $3,831-69.7% | $4,808-75.9% | $4,249-72.7% |
| Admin fee / account holder | $5,916 | $10,050-41.1% | $19,547-69.7% | $8,951-33.9% |