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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 | $64,384 | $109,359-41.1% | $162,177-60.3% | $72,975-11.8% |
| Participation rate | 51.2% | 84.3%-33.0pp | 87.6%-36.3pp | 69.5%-18.3pp |
| Annual return | 17.08% | 25.46%-8.4pp | 115.60%-98.5pp | 81.01%-63.9pp |
| Employer contribution / active EE | $2,251 | $3,907-42.4% | $5,613-59.9% | $2,440-7.7% |
| Participant deferral / active EE | $2,318 | $5,481-57.7% | $7,297-68.2% | $3,608-35.8% |
| Admin fee / account holder | $9,052 | $7,972+13.6% | $10,843-16.5% | $5,124+76.7% |