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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 | $68,628 | $59,839+14.7% | $81,991-16.3% | $79,852-14.1% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.3%-35.9pp | 69.6%-36.3pp |
| Annual return | 9.07% | 17.56%-8.5pp | 41.31%-32.2pp | 31.72%-22.6pp |
| Employer contribution / active EE | $708 | $1,713-58.7% | $2,498-71.7% | $2,471-71.4% |
| Participant deferral / active EE | $926 | $2,695-65.7% | $3,722-75.1% | $3,740-75.3% |
| Admin fee / account holder | $16,726 | $4,287+290.1% | $5,665+195.3% | $5,306+215.2% |