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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 | $94,031-16.2% | $115,768-32.0% | $82,448-4.5% |
| Participation rate | 41.9% | 70.4%-28.5pp | 74.4%-32.5pp | 68.1%-26.1pp |
| Annual return | 6.80% | 20.61%-13.8pp | 100.46%-93.7pp | 41.64%-34.8pp |
| Employer contribution / active EE | $667 | $2,323-71.3% | $2,940-77.3% | $2,551-73.9% |
| Participant deferral / active EE | $1,161 | $3,972-70.8% | $4,917-76.4% | $4,139-72.0% |
| Admin fee / account holder | $5,916 | $10,249-42.3% | $12,439-52.4% | $7,234-18.2% |