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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 | $74,253 | $77,472-4.2% | $100,415-26.1% | $80,959-8.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.7%-7.7pp |
| Annual return | 11.57% | 37.26%-25.7pp | 49.47%-37.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $759 | $2,800-72.9% | $3,943-80.7% | $2,757-72.5% |
| Participant deferral / active EE | $1,604 | $6,818-76.5% | $8,091-80.2% | $4,300-62.7% |
| Admin fee / account holder | $25,724 | $5,885+337.1% | $7,906+225.4% | $6,925+271.4% |