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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 | $66,663 | $89,367-25.4% | $141,191-52.8% | $72,975-8.7% |
| Participation rate | 57.6% | 75.1%-17.5pp | 82.5%-24.9pp | 69.5%-11.9pp |
| Annual return | 2.46% | 111.87%-109.4pp | 71.41%-69.0pp | 81.01%-78.6pp |
| Employer contribution / active EE | $740 | $3,115-76.2% | $4,736-84.4% | $2,440-69.7% |
| Participant deferral / active EE | $1,752 | $5,419-67.7% | $6,710-73.9% | $3,608-51.4% |
| Admin fee / account holder | $2,294 | $5,957-61.5% | $10,264-77.7% | $5,124-55.2% |