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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 | $69,161 | $81,487-15.1% | $102,412-32.5% | $80,935-14.5% |
| Participation rate | 23.1% | 66.8%-43.8pp | 74.5%-51.4pp | 67.7%-44.6pp |
| Annual return | 9.80% | 25.60%-15.8pp | 24.94%-15.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,055 | $3,103-66.0% | $3,870-72.7% | $2,757-61.7% |
| Participant deferral / active EE | $773 | $3,871-80.0% | $5,060-84.7% | $4,299-82.0% |
| Admin fee / account holder | $10,005 | $6,717+48.9% | $8,388+19.3% | $6,924+44.5% |