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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 | $76,455 | $102,609-25.5% | $98,090-22.1% | $138,895-45.0% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 12.25% | 36.44%-24.2pp | 37.05%-24.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $103 | $3,867-97.3% | $3,606-97.1% | $4,194-97.5% |
| Participant deferral / active EE | $853 | $8,167-89.6% | $7,845-89.1% | $6,396-86.7% |
| Admin fee / account holder | $3,409 | $11,434-70.2% | $11,815-71.1% | $12,562-72.9% |