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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 | $40,708 | $125,797-67.6% | $170,057-76.1% | $75,177-45.9% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.0%-19.1pp | 67.2%+0.7pp |
| Annual return | 12.25% | 27.20%-14.9pp | 53.42%-41.2pp | 160.75%-148.5pp |
| Employer contribution / active EE | $2,571 | $4,616-44.3% | $6,790-62.1% | $2,671-3.7% |
| Participant deferral / active EE | $327 | $6,838-95.2% | $10,411-96.9% | $4,126-92.1% |
| Admin fee / account holder | $3,559 | $8,177-56.5% | $12,826-72.2% | $5,651-37.0% |