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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 | $42,787 | $95,453-55.2% | $112,040-61.8% | $82,448-48.1% |
| Participation rate | 58.2% | 72.8%-14.5pp | 76.5%-18.3pp | 68.1%-9.8pp |
| Annual return | 11.98% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,018 | $2,318-12.9% | $2,954-31.7% | $2,551-20.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,435 | $9,013+49.1% | $12,098+11.1% | $7,234+85.7% |