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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 | $61,639 | $71,215-13.4% | $93,696-34.2% | $80,935-23.8% |
| Participation rate | 27.7% | 60.4%-32.7pp | 68.7%-41.1pp | 67.7%-40.0pp |
| Annual return | 9.46% | 11.27%-1.8pp | 133.74%-124.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $383 | $1,565-75.6% | $2,422-84.2% | $2,757-86.1% |
| Participant deferral / active EE | $875 | $4,037-78.3% | $4,417-80.2% | $4,299-79.7% |
| Admin fee / account holder | $14,079 | $6,958+102.3% | $8,287+69.9% | $6,924+103.3% |