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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 | $67,375 | $78,197-13.8% | $98,090-31.3% | $82,637-18.5% |
| Participation rate | 44.8% | 77.5%-32.6pp | 81.5%-36.7pp | 68.1%-23.2pp |
| Annual return | 13.78% | 40.25%-26.5pp | 37.05%-23.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $465 | $2,605-82.2% | $3,606-87.1% | $2,552-81.8% |
| Participant deferral / active EE | $643 | $6,636-90.3% | $7,845-91.8% | $4,126-84.4% |
| Admin fee / account holder | $1,987 | $14,832-86.6% | $11,815-83.2% | $7,339-72.9% |