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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 | $71,654 | $77,472-7.5% | $100,392-28.6% | $80,935-11.5% |
| Participation rate | 25.9% | 76.9%-51.1pp | 81.5%-55.6pp | 67.7%-41.8pp |
| Annual return | 12.12% | 37.26%-25.1pp | 49.45%-37.3pp | 35.66%-23.5pp |
| Employer contribution / active EE | $802 | $2,800-71.4% | $3,941-79.7% | $2,757-70.9% |
| Participant deferral / active EE | $1,665 | $6,818-75.6% | $8,090-79.4% | $4,299-61.3% |
| Admin fee / account holder | $1,606 | $5,885-72.7% | $7,904-79.7% | $6,924-76.8% |