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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 | $138,385-51.4% | $184,243-63.5% | $80,925-16.9% |
| Participation rate | 64.0% | 83.9%-19.9pp | 86.8%-22.8pp | 67.7%-3.7pp |
| Annual return | 8.98% | 20.02%-11.0pp | 28.82%-19.8pp | 35.65%-26.7pp |
| Employer contribution / active EE | $2,101 | $4,851-56.7% | $6,427-67.3% | $2,756-23.8% |
| Participant deferral / active EE | $2,570 | $7,075-63.7% | $9,132-71.9% | $4,299-40.2% |
| Admin fee / account holder | $23,373 | $10,489+122.8% | $13,914+68.0% | $6,940+236.8% |