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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 | $74,427 | $72,269+3.0% | $101,271-26.5% | $79,852-6.8% |
| Participation rate | 52.9% | 68.5%-15.5pp | 75.8%-22.9pp | 69.6%-16.7pp |
| Annual return | 6.63% | 22.29%-15.7pp | 46.48%-39.9pp | 31.72%-25.1pp |
| Employer contribution / active EE | $1,807 | $2,692-32.9% | $3,660-50.6% | $2,471-26.9% |
| Participant deferral / active EE | $1,230 | $3,282-62.5% | $4,371-71.9% | $3,740-67.1% |
| Admin fee / account holder | $1,265 | $4,401-71.3% | $5,948-78.7% | $5,306-76.2% |