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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 | $69,909 | $71,230-1.9% | $93,727-25.4% | $80,959-13.6% |
| Participation rate | 25.4% | 60.4%-35.0pp | 68.7%-43.3pp | 67.7%-42.3pp |
| Annual return | 9.33% | 11.26%-1.9pp | 133.83%-124.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $415 | $1,565-73.5% | $2,421-82.9% | $2,757-85.0% |
| Participant deferral / active EE | $1,027 | $4,037-74.6% | $4,417-76.7% | $4,300-76.1% |
| Admin fee / account holder | $2,864 | $6,961-58.9% | $8,292-65.5% | $6,925-58.7% |