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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 | $64,430 | $76,107-15.3% | $96,576-33.3% | $71,495-9.9% |
| Participation rate | 43.4% | 74.4%-31.0pp | 76.0%-32.5pp | 67.9%-24.5pp |
| Annual return | 13.70% | 22.81%-9.1pp | 25.87%-12.2pp | 28.85%-15.1pp |
| Employer contribution / active EE | $929 | $2,247-58.7% | $2,965-68.7% | $2,589-64.1% |
| Participant deferral / active EE | $2,065 | $4,218-51.0% | $4,851-57.4% | $4,291-51.9% |
| Admin fee / account holder | $1,449 | $2,708-46.5% | $8,253-82.4% | $1,588-8.8% |