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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 | $54,372 | $80,992-32.9% | $96,534-43.7% | $75,173-27.7% |
| Participation rate | 38.8% | 71.8%-33.0pp | 76.0%-37.2pp | 67.2%-28.4pp |
| Annual return | 9.77% | 27.05%-17.3pp | 25.88%-16.1pp | 160.72%-150.9pp |
| Employer contribution / active EE | $1,453 | $2,283-36.4% | $2,965-51.0% | $2,671-45.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,742 | $6,717+0.4% | $8,253-18.3% | $5,651+19.3% |