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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 | $68,039 | $69,590-2.2% | $136,867-50.3% | $94,015-27.6% |
| Participation rate | 37.3% | 66.3%-29.0pp | 74.5%-37.2pp | 70.8%-33.5pp |
| Annual return | 9.49% | 19.62%-10.1pp | 42.97%-33.5pp | 17.84%-8.4pp |
| Employer contribution / active EE | $469 | $2,396-80.4% | $3,547-86.8% | $2,790-83.2% |
| Participant deferral / active EE | $826 | $3,437-76.0% | $4,924-83.2% | $4,249-80.6% |
| Admin fee / account holder | $12,562 | $8,912+41.0% | $10,340+21.5% | $8,951+40.3% |