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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 | $92,889 | $72,492+28.1% | $87,102+6.6% | $72,983+27.3% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.9%-49.6pp | 69.5%-42.2pp |
| Annual return | 0.07% | 24.46%-24.4pp | 28.19%-28.1pp | 81.01%-80.9pp |
| Employer contribution / active EE | $1,660 | $1,894-12.4% | $2,521-34.2% | $2,440-32.0% |
| Participant deferral / active EE | $723 | $3,270-77.9% | $4,048-82.1% | $3,608-80.0% |
| Admin fee / account holder | $2,834 | $5,055-43.9% | $7,491-62.2% | $5,124-44.7% |