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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 | $70,149 | $81,358-13.8% | $155,556-54.9% | $80,959-13.4% |
| Participation rate | 55.1% | 66.3%-11.2pp | 78.2%-23.1pp | 67.7%-12.6pp |
| Annual return | 10.24% | 33.39%-23.1pp | 64.84%-54.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $3,852 | $3,106+24.0% | $4,675-17.6% | $2,757+39.7% |
| Participant deferral / active EE | $814 | $3,455-76.4% | $5,631-85.5% | $4,300-81.1% |
| Admin fee / account holder | $11,638 | $7,994+45.6% | $15,885-26.7% | $6,925+68.0% |