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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 | $62,046 | $75,541-17.9% | $152,093-59.2% | $82,637-24.9% |
| Participation rate | 20.0% | 66.5%-46.5pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 12.54% | 32.56%-20.0pp | 66.36%-53.8pp | 53.51%-41.0pp |
| Employer contribution / active EE | $538 | $2,622-79.5% | $4,175-87.1% | $2,552-78.9% |
| Participant deferral / active EE | $730 | $3,206-77.2% | $5,451-86.6% | $4,126-82.3% |
| Admin fee / account holder | $6,146 | $6,405-4.0% | $14,497-57.6% | $7,339-16.3% |