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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 | $65,547 | $99,875-34.4% | $146,866-55.4% | $86,983-24.6% |
| Participation rate | 29.6% | 75.8%-46.2pp | 82.5%-52.9pp | 69.5%-39.9pp |
| Annual return | 12.04% | 28.10%-16.1pp | 102.85%-90.8pp | 25.83%-13.8pp |
| Employer contribution / active EE | $854 | $3,224-73.5% | $4,425-80.7% | $2,584-66.9% |
| Participant deferral / active EE | $2,156 | $6,322-65.9% | $7,759-72.2% | $4,194-48.6% |
| Admin fee / account holder | $2,325 | $7,838-70.3% | $13,620-82.9% | $7,856-70.4% |