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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 | $77,962-55.1% | $178,540-80.4% | $80,935-56.7% |
| Participation rate | 61.5% | 65.7%-4.1pp | 77.1%-15.6pp | 67.7%-6.1pp |
| Annual return | 10.62% | 18.10%-7.5pp | 27.15%-16.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $841 | $2,280-63.1% | $3,953-78.7% | $2,757-69.5% |
| Participant deferral / active EE | $1,396 | $4,404-68.3% | $6,281-77.8% | $4,299-67.5% |
| Admin fee / account holder | $7,232 | $7,156+1.1% | $10,424-30.6% | $6,924+4.4% |