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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 | $67,926 | $78,425-13.4% | $95,956-29.2% | $79,858-14.9% |
| Participation rate | 38.2% | 73.5%-35.3pp | 77.1%-38.8pp | 69.6%-31.4pp |
| Annual return | 7.81% | 19.37%-11.6pp | 91.63%-83.8pp | 31.72%-23.9pp |
| Employer contribution / active EE | $976 | $1,945-49.8% | $2,541-61.6% | $2,471-60.5% |
| Participant deferral / active EE | $1,514 | $3,440-56.0% | $4,167-63.7% | $3,740-59.5% |
| Admin fee / account holder | $7,558 | $5,622+34.4% | $6,797+11.2% | $5,306+42.4% |