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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 | $66,114 | $106,524-37.9% | $152,301-56.6% | $87,485-24.4% |
| Participation rate | 23.7% | 75.8%-52.0pp | 82.4%-58.7pp | 68.9%-45.2pp |
| Annual return | 12.22% | 26.89%-14.7pp | 80.50%-68.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $938 | $3,371-72.2% | $4,624-79.7% | $2,596-63.9% |
| Participant deferral / active EE | $1,484 | $6,525-77.3% | $8,004-81.5% | $4,274-65.3% |
| Admin fee / account holder | $421 | $8,287-94.9% | $14,398-97.1% | $7,775-94.6% |