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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 | $56,839 | $58,512-2.9% | $84,020-32.4% | $72,983-22.1% |
| Participation rate | 20.5% | 61.2%-40.7pp | 69.0%-48.5pp | 69.5%-49.0pp |
| Annual return | 13.70% | 28.93%-15.2pp | 71.31%-57.6pp | 81.01%-67.3pp |
| Employer contribution / active EE | $396 | $1,163-66.0% | $1,984-80.1% | $2,440-83.8% |
| Participant deferral / active EE | $901 | $2,394-62.3% | $3,239-72.2% | $3,608-75.0% |
| Admin fee / account holder | $3,317 | $4,569-27.4% | $6,101-45.6% | $5,124-35.3% |