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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 | $106,524-38.5% | $152,301-57.0% | $87,485-25.1% |
| Participation rate | 29.6% | 75.8%-46.1pp | 82.4%-52.8pp | 68.9%-39.3pp |
| Annual return | 12.04% | 26.89%-14.9pp | 80.50%-68.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $854 | $3,371-74.7% | $4,624-81.5% | $2,596-67.1% |
| Participant deferral / active EE | $2,156 | $6,525-67.0% | $8,004-73.1% | $4,274-49.6% |
| Admin fee / account holder | $2,325 | $8,287-71.9% | $14,398-83.9% | $7,775-70.1% |