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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 | $57,700 | $86,922-33.6% | $102,438-43.7% | $80,874-28.7% |
| Participation rate | 25.6% | 72.4%-46.7pp | 76.5%-50.9pp | 67.6%-42.0pp |
| Annual return | 9.25% | 18.90%-9.6pp | 29.37%-20.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $881 | $2,369-62.8% | $3,024-70.9% | $2,756-68.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,076 | $8,050-86.6% | $9,448-88.6% | $6,935-84.5% |