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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 | $75,569 | $86,949-13.1% | $102,460-26.2% | $80,959-6.7% |
| Participation rate | 32.9% | 72.4%-39.5pp | 76.5%-43.6pp | 67.7%-34.7pp |
| Annual return | 10.09% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $947 | $4,121-77.0% | $5,056-81.3% | $4,300-78.0% |
| Admin fee / account holder | $12,575 | $8,048+56.3% | $9,460+32.9% | $6,925+81.6% |