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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 | $81,233-13.6% | $155,567-54.9% | $80,874-13.3% |
| Participation rate | 55.1% | 66.2%-11.1pp | 78.2%-23.1pp | 67.6%-12.5pp |
| Annual return | 10.24% | 33.33%-23.1pp | 64.74%-54.5pp | 35.62%-25.4pp |
| Employer contribution / active EE | $3,852 | $3,101+24.2% | $4,674-17.6% | $2,756+39.8% |
| Participant deferral / active EE | $814 | $3,452-76.4% | $5,628-85.5% | $4,297-81.1% |
| Admin fee / account holder | $11,638 | $7,998+45.5% | $15,916-26.9% | $6,935+67.8% |