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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 | $66,050 | $112,729-41.4% | $98,716-33.1% | $137,256-51.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 7.52% | 38.48%-31.0pp | 31.81%-24.3pp | 220.34%-212.8pp |
| Employer contribution / active EE | $530 | $2,725-80.5% | $2,279-76.7% | $4,156-87.2% |
| Participant deferral / active EE | $530 | $4,640-88.6% | $4,048-86.9% | $6,407-91.7% |
| Admin fee / account holder | $1,434 | $10,129-85.8% | $8,703-83.5% | $12,270-88.3% |