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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 | $70,095 | $78,423-10.6% | $95,964-27.0% | $79,856-12.2% |
| Participation rate | 53.4% | 73.5%-20.0pp | 77.1%-23.6pp | 69.6%-16.2pp |
| Annual return | 5.79% | 19.37%-13.6pp | 91.64%-85.9pp | 31.71%-25.9pp |
| Employer contribution / active EE | $512 | $1,945-73.7% | $2,541-79.8% | $2,471-79.3% |
| Participant deferral / active EE | $1,324 | $3,440-61.5% | $4,167-68.2% | $3,741-64.6% |
| Admin fee / account holder | $2,065 | $5,622-63.3% | $6,797-69.6% | $5,306-61.1% |