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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 | $83,587 | $52,580+59.0% | $71,671+16.6% | $70,124+19.2% |
| Participation rate | 18.9% | 60.9%-42.0pp | 68.7%-49.8pp | 69.5%-50.6pp |
| Annual return | 9.60% | 20.25%-10.7pp | 20.65%-11.1pp | 73.14%-63.5pp |
| Employer contribution / active EE | $557 | $1,616-65.5% | $2,460-77.4% | $2,342-76.2% |
| Participant deferral / active EE | $202 | $2,386-91.5% | $3,438-94.1% | $3,332-93.9% |
| Admin fee / account holder | $9,275 | $3,653+153.9% | $5,558+66.9% | $4,645+99.7% |