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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 | $35,010 | $78,013-55.1% | $178,449-80.4% | $80,911-56.7% |
| Participation rate | 61.5% | 65.7%-4.1pp | 77.1%-15.6pp | 67.6%-6.1pp |
| Annual return | 10.62% | 18.07%-7.5pp | 27.09%-16.5pp | 35.63%-25.0pp |
| Employer contribution / active EE | $841 | $2,287-63.2% | $3,951-78.7% | $2,756-69.5% |
| Participant deferral / active EE | $1,396 | $4,408-68.3% | $6,277-77.8% | $4,297-67.5% |
| Admin fee / account holder | $7,232 | $7,166+0.9% | $10,362-30.2% | $6,935+4.3% |