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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 | $62,111 | $100,970-38.5% | $96,576-35.7% | $137,256-54.7% |
| Participation rate | 26.3% | 82.6%-56.3pp | 81.4%-55.1pp | 80.0%-53.6pp |
| Annual return | 11.88% | 38.16%-26.3pp | 38.47%-26.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $604 | $3,809-84.2% | $3,553-83.0% | $4,156-85.5% |
| Participant deferral / active EE | $864 | $8,286-89.6% | $7,956-89.1% | $6,407-86.5% |
| Admin fee / account holder | $56,551 | $11,312+399.9% | $11,381+396.9% | $12,270+360.9% |