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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 | $64,771 | $77,472-16.4% | $100,415-35.5% | $80,959-20.0% |
| Participation rate | 42.9% | 76.9%-34.1pp | 81.5%-38.7pp | 67.7%-24.8pp |
| Annual return | 8.95% | 37.26%-28.3pp | 49.47%-40.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $960 | $2,800-65.7% | $3,943-75.6% | $2,757-65.2% |
| Participant deferral / active EE | $2,145 | $6,818-68.5% | $8,091-73.5% | $4,300-50.1% |
| Admin fee / account holder | $6,299 | $5,885+7.0% | $7,906-20.3% | $6,925-9.0% |