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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 | $67,273 | $138,366-51.4% | $184,185-63.5% | $80,911-16.9% |
| Participation rate | 64.0% | 83.9%-19.9pp | 86.8%-22.8pp | 67.6%-3.6pp |
| Annual return | 8.98% | 20.02%-11.0pp | 28.81%-19.8pp | 35.63%-26.6pp |
| Employer contribution / active EE | $2,101 | $4,849-56.7% | $6,426-67.3% | $2,756-23.8% |
| Participant deferral / active EE | $2,570 | $7,074-63.7% | $9,132-71.9% | $4,297-40.2% |
| Admin fee / account holder | $23,373 | $10,484+122.9% | $13,909+68.0% | $6,935+237.0% |