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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 | $55,977 | $76,371-26.7% | $93,621-40.2% | $72,976-23.3% |
| Participation rate | 59.3% | 71.8%-12.5pp | 75.8%-16.6pp | 69.5%-10.2pp |
| Annual return | 14.98% | 25.82%-10.8pp | 32.76%-17.8pp | 81.02%-66.0pp |
| Employer contribution / active EE | $431 | $2,276-81.0% | $2,719-84.1% | $2,440-82.3% |
| Participant deferral / active EE | $1,105 | $3,538-68.8% | $4,070-72.8% | $3,608-69.4% |
| Admin fee / account holder | $6,927 | $6,839+1.3% | $7,890-12.2% | $5,124+35.2% |