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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 | $62,520 | $87,834-28.8% | $133,975-53.3% | $62,881-0.6% |
| Participation rate | 67.7% | 83.4%-15.6pp | 87.1%-19.3pp | 69.3%-1.6pp |
| Annual return | 4.42% | 12.05%-7.6pp | 29.29%-24.9pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,113 | $3,482-68.1% | $5,211-78.6% | $2,281-51.2% |
| Participant deferral / active EE | $2,203 | $4,812-54.2% | $6,282-64.9% | $3,203-31.2% |
| Admin fee / account holder | $3,608 | $5,372-32.8% | $9,324-61.3% | $4,296-16.0% |